New Projects Get Tracking Tasks in Your CRM
Start a new project in Linear, and Notis creates a tracking task in Agencyzoom - project progress stays visible in your CRM.
Trigger
Project Created
Fires when a new Linear project is created. Covers projects in both public and private teams — polls with the connected user's token, so visibility matches what the connected user can see in Linear.
Action
Create task post endpoint
Creates a new task in agencyzoom; ensure `assigneeid`, `customerid`, or `leadid` are valid existing entities if provided, and use `contactemail`, `customerid`, or `leadid` to link the task to a contact.
Why this helps
Projects get created in Linear but your CRM doesn't reflect them, so there's no centralized visibility into what projects are active and who owns them.
- All active projects are visible as tasks in your CRM
- Project ownership is clear and trackable
- Integration between Linear and CRM work is automatic
Setup
Build it in a few focused steps.
- 1Ensure Linear and Agencyzoom are connected to Notis
- 2Create an automation: 'When a new project is created in Linear, create a tracking task in Agencyzoom to represent that project'
- 3Set trigger to 'Project Created'
- 4Choose your notification channel
- 5Test by creating a new Linear project and verifying a tracking task appears in Agencyzoom
Questions about this workflow
Can Notis assign the task to the project lead?
Yes. Tell Notis 'assign the task to the project lead' and it automatically finds and assigns it to them.
What if I only want client projects tracked, not internal ones?
You can filter by label or team - 'only create tasks for client projects' or 'exclude internal infrastructure projects'.
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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