Every Issue Change Gets Logged in Your CRM
Reassign an issue, change its priority, add a label - it all gets logged as a note in Agencyzoom 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
Create a lead note
Adds a new note to an existing lead in agencyzoom, identified by `leadid`.
Why this helps
Issue properties change frequently but those changes aren't tracked in your CRM, so you lose context about what changed and why.
- Complete audit trail of every change for compliance and context
- Understand the history of decisions and transitions
- Better preparation for follow-ups with full background
Setup
Build it in a few focused steps.
- 1Ensure Linear and Agencyzoom are connected to Notis
- 2Create an automation: 'When any property changes on a Linear issue, add a note to the corresponding Agencyzoom lead describing what changed'
- 3Set trigger to 'Public Team Issue Properties Updated'
- 4Select your notification channel
- 5Test by updating an issue's priority or assignee and verifying the change appears as a note in Agencyzoom
Questions about this workflow
Won't this create too many notes?
You can filter by what matters - for example, 'only log priority and status changes, ignore label changes' or 'combine all daily changes into one summary note'.
What if I want to know WHO made the change?
Notis includes the person who made the change in the note by default - for example, 'Sarah changed priority to urgent'.
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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