Review Agile CRM leads that need attention
Turn a scheduled CRM review into one focused Linear issue with the leads that need a decision.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create linear issue
Creates a new issue in a specified linear project and team, requiring a title and description, and allowing for optional properties like assignee, state, priority, cycle, and due date.
Why this helps
A growing lead list makes it easy to overlook records that need a human follow-up decision.
- Collect leads needing review into a visible team issue.
- Keep the review cadence predictable.
- Give the team a concise place to record decisions and next steps.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Linear once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to review the Agile CRM lead information it can access and create a Linear issue listing records that need attention and why.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real review run and confirm the available lead data is sufficient.
Questions about this workflow
Can this find stale leads automatically?
Only if the data available to Notis includes the relevant dates or status information. Supply a baseline or criteria in the prompt if the CRM data does not provide them.
Does this run on a fixed schedule?
Yes. Choose a recurring schedule when creating the automation. The actual schedule and timezone are selected in Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Linear. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Linear actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create linear attachment
Creates a new attachment and associates it with a specific, existing linear issue.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a comment
Creates a new comment on a specified linear issue.
Create linear issue
Creates a new issue in a specified linear project and team, requiring a title and description, and allowing for optional properties like assignee, state, priority, cycle, and due date.
Get create issue default params
Fetches a linear team's default issue estimate and state, useful for pre-filling new issue forms.
Create a label
Creates a new label in linear for a specified team, used to categorize and organize issues.
Delete issue
Archives an existing linear issue by its id, which is linear's standard way of deleting issues; the operation is idempotent.
Get all teams
Retrieves all teams from the linear workspace without requiring any parameters.
Download issue attachments
Downloads a specific attachment from a linear issue; the `file name` must include the correct file extension.
Connect any two apps with Notis in the middle.
Agile CRM and Linear, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Linear.