Closed Issues Clean Up Your Pipeline Automatically
Close an issue as canceled in Linear, and Notis removes the opportunity from Agencyzoom to keep your pipeline focused on real deals.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Delete a lead opportunity
Permanently deletes an existing opportunity (by `opportunityid`) associated with an existing lead (by `leadid`) when it's irrelevant, closed, or erroneous; the lead itself remains.
Why this helps
You cancel issues in Linear but the corresponding opportunities stay in your pipeline, cluttering reports and making it hard to see real deals.
- Pipeline stays clean and focused on actual opportunities
- Reports are more accurate when dead deals are removed
- Less noise makes it easier to see what's really moving
Setup
Build it in a few focused steps.
- 1Ensure Linear and Agencyzoom are connected to Notis
- 2Create an automation: 'When a Linear issue is closed with status canceled, find and delete the related opportunity in Agencyzoom'
- 3Set trigger to 'Issue Updated'
- 4Choose your notification channel
- 5Test by closing an issue as canceled and verifying the opportunity is removed from Agencyzoom
Questions about this workflow
What if I just want to mark it lost instead of deleting?
Absolutely. You can ask Notis to 'mark the opportunity as lost instead of deleting' and it does that instead.
Can I make this manual instead of automatic?
Yes. Notis can notify you first - 'alert me when an opportunity should be deleted but ask for confirmation' - so you control deletions.
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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