Keep Project Status and Deal Records in Sync
Project progress updates should flow into your CRM deal pipeline. Stop manually updating deal status in two systems.
Trigger
Project Update Posted
Fires when a project status update is posted on the Linear project's Updates tab. Covers projects in both public and private teams — polls with the connected user's token.
Action
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Why this helps
Project status updates posted in Linear are not reflected in corresponding CRM deals, creating misalignment between delivery progress and sales forecasting.
- Keep sales forecasts aligned with actual project progress
- Reduce manual deal status updates
- Improve communication between sales and delivery teams
- Increase deal forecast accuracy
Setup
Build it in a few focused steps.
- 1Connect Linear and Centralstationcrm to Notis.
- 2Tell Notis: 'When a project status update is posted in Linear, create or update the corresponding deal in my CRM with the latest status.'
- 3Select Project Update Posted as your trigger.
- 4Choose your notification channel.
- 5Test by posting a project status update in Linear and verify the corresponding deal status is updated in your CRM.
Questions about this workflow
How does Notis know which deal matches a Linear project?
If the project is already linked to a customer or deal, Notis will find the match. Otherwise, include the customer or deal name in the status update.
Can Notis extract specific status values from the update?
Yes. If you mention status terms like 'on-track', 'at-risk', 'blocked', or 'complete', Notis can extract them and update the deal accordingly.
What if a project has multiple deals?
Ask Notis to update all related deals, or specify which deals to update based on custom rules you define.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Centralstationcrm. A trigger fires from one place; an action lands in another.
Linear triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
Comment Received Trigger
Triggered when a comment is received.
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
Issue Created Trigger
Triggered when a new issue is created.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
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 Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
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 Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Connect any two apps with Notis in the middle.
Linear and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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