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Notis

Status Changes Sync Instantly Across Tools

Change an issue status in Linear, and the lead advances through your Agencyzoom pipeline automatically.

Trigger

Public Team Issue Properties Updated

Fires when properties on a *public-team* Linear issue change (status, assignee, priority, labels, etc.). For private teams (lock icon in Linear's sidebar) use `LINEAR_PRIVATE_TEAM_ISSUE_PROPERTIES_UPDATED`.

Action

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.

Why this helps

You update statuses in Linear but forget to update leads in Agencyzoom, so your CRM becomes stale and sales decisions miss real progress.

  • Stages stay current without manual effort
  • Sales pipeline visibility matches actual progress
  • No more stale data causing bad decisions

Setup

Build it in a few focused steps.

  • 1Connect Linear and Agencyzoom integrations in Notis (one-time)
  • 2Create a new automation with this prompt: 'When an issue status changes in Linear, update the related lead's stage in Agencyzoom to match - if status is done, mark as won'
  • 3Set trigger to 'Public Team Issue Properties Updated'
  • 4Pick a notification channel to receive updates
  • 5Test by moving an issue to 'In Progress' and verify the lead stage updates in Agencyzoom

Questions about this workflow

How does Notis know which lead corresponds to which issue?

Notis uses the issue title and your CRM records to find the matching lead. You can also have Notis store the lead ID in Linear issue properties for a permanent link.

What if my Linear statuses don't match my Agencyzoom stages?

Tell Notis the mapping in plain language - for example, 'In Progress = Negotiation', 'Done = Won'. Notis handles the translation.

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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