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Notis

Project Changes Trigger Action Items Automatically

Update a Linear project's priority or lead, and Notis creates a task in Agencyzoom to ensure the change gets attention.

Trigger

Project Properties Updated

Fires when properties on a Linear project change (status, lead, target date, priority, etc.). Covers projects in both public and private teams — polls with the connected user's token.

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

Project properties change in Linear but important updates don't translate into actual follow-up actions, so changes get forgotten.

  • Key project changes surface as tasks immediately
  • Nothing slips through when projects shift
  • Team sees and acts on project updates

Setup

Build it in a few focused steps.

  • 1Connect Linear and Agencyzoom to Notis
  • 2Create an automation: 'When any property changes on a Linear project, create a task in Agencyzoom describing the change'
  • 3Set trigger to 'Project Properties Updated'
  • 4Choose your notification channel
  • 5Test by changing a project's priority or lead and verifying a task appears in Agencyzoom

Questions about this workflow

What properties should trigger a task?

You decide - common ones are priority, lead assignment, and target date. Tell Notis which changes matter to you.

Can the task auto-assign to the project lead?

Yes. Ask Notis to 'assign the task to the project lead' and it will automatically route it to them.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Batch create contacts

Creates 1 to 5 new contacts in agencyzoom in a single batch api call.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

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.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

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.

ActionInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

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.

ActionInstant

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).

TriggerPolling

Mark task as completed

Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.

ActionInstant

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

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.

ActionInstant

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

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.

ActionInstant

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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