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Source Prospects for Confidential Deals Automatically

Confidential projects can't rely on manual research workflows. This automation sources prospects for private deals while maintaining security and privacy.

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 Lead Finder Search

Tool to create a new Lead Finder search to discover leads based on company and people criteria. Use when you need to find prospects matching specific job titles, departments, seniority, company size, industry, or technology stack.

Why this helps

Sensitive deals in private Linear teams lack automated prospect sourcing because most tools don't handle team-level security. Prospect research falls through the cracks.

  • Private deals get automated prospect research
  • Security and confidentiality maintained end-to-end
  • No manual tool-switching for sensitive work
  • Prospect lists ready for strategic initiatives

Setup

Build it in a few focused steps.

  • 1Ensure Linear and Bettercontact are connected to Notis with appropriate team-level permissions.
  • 2Tell Notis: 'When a new issue is created in [private team name], launch a lead-finder search for [criteria].' Specify in the portal or conversationally.
  • 3Select Private Team Issue Created as the trigger and configure it to monitor your confidential team.
  • 4Set search parameters once and test with a sample private issue.
  • 5The automation will launch searches on every new private issue, protecting confidentiality throughout.

Questions about this workflow

Will this expose confidential deal details to Bettercontact?

No. Notis uses only the search criteria you specify, not the issue details. The deal remains private in Linear while prospects are researched separately.

Can different private teams use different search criteria?

Yes. You can set up separate automations for each private team with customized criteria.

What if a private team member doesn't have Bettercontact access?

The automation uses your Notis-connected credentials, so team members can trigger searches without needing individual Bettercontact accounts.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Linear to Bettercontact. A trigger fires from one place; an action lands in another.

Linear triggers

Bettercontact actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Check Credits Balance

Tool to check the remaining credits balance for a BetterContact account. Use when you need to verify available credits before making API requests that consume credits.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Lead Finder Search

Tool to create a new Lead Finder search to discover leads based on company and people criteria. Use when you need to find prospects matching specific job titles, departments, seniority, company size, industry, or technology stack.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

Enrich Leads

Tool to create a lead enrichment request for work emails and direct phone numbers. Uses waterfall enrichment across multiple data providers for higher accuracy. Supports batches of 1-100 leads.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

Get Enrichment Results

Tool to retrieve enrichment results for a specific request ID. Use when you need to check the status and get enriched lead data including email addresses, contact information, and summary statistics for a submitted enrichment request.

ActionInstant

Issue Updated Trigger

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

TriggerInstant

Get Lead Finder Results

Tool to retrieve results from a submitted Lead Finder search. Returns comprehensive lead and company data including contact information, LinkedIn profiles, job titles, company details, and enrichment data.

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

Private Team Issue Created

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

TriggerPolling

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

Connect any two apps with Notis in the middle.

Linear and Bettercontact, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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