Opportunity Deal Creation: Revenue Tracking Automation
You identify an opportunity in Linear marked qualified. That should instantly become a tracked deal in Apollo. Right now it's just a Linear issue.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Create Apollo deal
Creates a new sales opportunity (deal) in apollo.io; all provided ids (`owner id`, `account id`, `opportunity stage id`) must be valid existing apollo identifiers.
Why this helps
Opportunities are logged and discussed in Linear but never become actual deals in Apollo. Revenue tracking is fragmented and unreliable.
- Opportunities converted to deals instantly
- Revenue visibility from opportunity identification
- Consistent deal tracking across teams
- Better forecasting accuracy
Setup
Build it in a few focused steps.
- 1Connect Linear and Apollo integrations to Notis.
- 2Create an automation called 'Auto-Create Deals from Opportunities'.
- 3Write: 'When a Linear issue is labeled or marked as Qualified Opportunity, automatically create a matching deal in Apollo.'
- 4Select 'Issue Updated' (label/status changes) as the trigger.
- 5Choose your notification channel and test by marking an issue as a qualified opportunity in Linear.
Questions about this workflow
How is the deal value determined?
If the deal value is mentioned in the Linear issue, Notis extracts it. You can also specify a default or ask Notis to estimate based on company size and contract terms mentioned.
Who becomes the deal owner?
The person assigned to the Linear issue typically becomes the deal owner in Apollo. You can customize this: 'Assign to [specific person]' or 'Use the issue assignee'.
Can I only create deals for certain opportunity types?
Yes. For example: 'Only create deals for opportunities marked high-priority' or 'Only for companies over $1M ARR'. Notis applies those filters.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Apollo. A trigger fires from one place; an action lands in another.
Linear triggers
Apollo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Contacts to Sequence
Adds contacts to a specified apollo email sequence by initiating an asynchronous background job and returning its details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Bulk organization enrichment
Enriches data for up to 10 organizations simultaneously by providing a list of their base company domains (e.g., 'apollo.io', not 'www.apollo.io').
Comment Received Trigger
Triggered when a comment is received.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
Issue Created Trigger
Triggered when a new issue is created.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create an Apollo account
Creates a new account in apollo.io; a new record is created even if a similar account exists, and provided `owner id` or `account stage id` must be valid existing ids.
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).
Create Apollo contact
Creates a new contact in apollo.io; use `account id` to link to an organization and `contact stage id` for sales stage, noting that apollo does not perform automatic deduplication.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create Apollo deal
Creates a new sales opportunity (deal) in apollo.io; all provided ids (`owner id`, `account id`, `opportunity stage id`) must be valid existing apollo identifiers.
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 Apollo Task
Creates a distinct apollo.io task for each contact id in contact ids, assigning them to user id; this action is not for free plan users and repeated calls create duplicate tasks.
Connect any two apps with Notis in the middle.
Linear and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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