Never Lose a Conversation - They Go Straight to Your CRM
Rich conversation history in Linear gets automatically logged to Agencyzoom so nothing gets forgotten.
Trigger
Comment Received Trigger
Triggered when a comment is received.
Action
Create a lead note
Adds a new note to an existing lead in agencyzoom, identified by `leadid`.
Why this helps
Important details discussed in Linear comments don't make it into your CRM, so when you go to follow up, you have no context and repeat questions.
- Full conversation history stays with each lead for better context
- Follow-ups are informed and personal instead of generic
- No more digging through Slack or email to remember what was said
Setup
Build it in a few focused steps.
- 1Ensure Linear and Agencyzoom are connected to your Notis account
- 2Create an automation with this prompt: 'When someone comments on a Linear issue, add their comment as a note to the corresponding Agencyzoom lead'
- 3Set the trigger to 'Comment Received Trigger'
- 4Choose where Notis should notify you (Slack, email, etc)
- 5Test by commenting on a tracked issue and confirming the note appears in Agencyzoom within 60 seconds
Questions about this workflow
What if the comment is from an internal team member, not the prospect?
Notis logs all comments by default, but you can configure it to filter - for example, 'only log comments from non-team members' or 'include all comments but mark internal ones separately'.
Does this create one note per comment or one note per thread?
By default, each comment becomes its own note with a timestamp. You can ask Notis to aggregate them - for example, 'combine all comments from today into one daily note'.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Agencyzoom. A trigger fires from one place; an action lands in another.
Linear triggers
Agencyzoom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate for JWT via V4 SSO
Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
Comment Received Trigger
Triggered when a comment is received.
Batch create leads
Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.
Issue Created Trigger
Triggered when a new issue is created.
Batch delete tasks
Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Change lead status
Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Create a driver for an opportunity
Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.
Connect any two apps with Notis in the middle.
Linear and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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