Enterprise Deals Surface as Business Leads Instantly
Your private team's conversations about business deals get tracked as leads in Agencyzoom automatically.
Trigger
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Action
Create business lead
Creates or updates a business lead in agencyzoom using detailed personal and company information, for b2b sales and marketing lead management.
Why this helps
Enterprise prospects are discussed in your private Linear team but never formally entered into your B2B sales system, so they get lost or forgotten.
- Enterprise deals are tracked in your B2B system from day one
- Company information gets organized for serious sales work
- Private discussions automatically feed into your formal pipeline
Setup
Build it in a few focused steps.
- 1Connect Linear and Agencyzoom to Notis
- 2Create an automation: 'When a new issue appears in my private Linear team, create a business lead in Agencyzoom with the company name and contact info from the issue'
- 3Set trigger to 'Private Team Issue Created'
- 4Choose your notification channel
- 5Test by creating an issue in your private team and verifying the business lead appears in Agencyzoom
Questions about this workflow
How does Notis know which company this is for?
Notis extracts company info from the issue title and description. You can also use Linear labels or custom fields to tag the company, and Notis will use those.
Can Notis populate contacts within the business lead?
Yes. If email addresses or names are in the issue, Notis can extract them and add them as contacts on the business lead.
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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