Private Discussions Are Documented and Secure
Your private team's conversations about deals get logged automatically to lead records - context stays secure where it belongs.
Trigger
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).
Action
Create a lead note
Adds a new note to an existing lead in agencyzoom, identified by `leadid`.
Why this helps
Your most sensitive deal conversations happen in private Linear teams but they're never formalized in your CRM, so context gets lost and deals suffer.
- Sensitive deal discussions are documented and never lost
- Your team can reference context without digging through Slack
- Security stays intact - sensitive info stays in authorized systems
Setup
Build it in a few focused steps.
- 1Connect Linear and Agencyzoom to Notis
- 2Create an automation: 'When a comment is posted in my private Linear team, add it as a note to the corresponding lead in Agencyzoom'
- 3Set trigger to 'Private Team Comment Created'
- 4Choose your notification channel
- 5Test by commenting on an issue in your private team and verifying the note appears in the lead record
Questions about this workflow
Are private comments secure in Agencyzoom?
Yes. Notis can mark these notes as private/confidential in Agencyzoom so only authorized team members see them.
What if I want certain private comments excluded?
You can filter - for example, 'log all private team comments except those with the confidential label'. Notis respects your privacy rules.
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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