Turn Prospect Issues Into Sales Pipeline Instantly
When a prospect interest issue arrives in Linear, Notis automatically creates a matching lead in Clientary. Your sales pipeline grows as opportunities come in, without manual data entry or lost leads.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Why this helps
Prospect opportunities get logged in Linear but sit invisible to the sales system, leading to missed follow-ups and deals slipping away.
- Catch every prospect opportunity
- Centralize lead tracking
- Never miss a follow-up window
- Sync sales and planning views
Setup
Build it in a few focused steps.
- 1Ensure Linear and Clientary are connected to Notis.
- 2Create the automation: 'When a new issue is created in Linear with the Prospect label, create a lead in Clientary.'
- 3Select 'Issue Created' as the trigger.
- 4Configure run notifications to your sales channel.
- 5Test by creating a Linear issue tagged as Prospect and verify the lead appears in Clientary within seconds.
Questions about this workflow
How do I tell Notis which issues are prospects?
Use a filter in your prompt: 'Create leads only for issues in the Prospects project' or 'Create leads when an issue has the Prospect label.' Notis applies these filters automatically.
Can I populate lead details from the issue?
Yes. Tell Notis: 'Use the issue title as the company name and extract contact details from the description.' It reads and applies these instructions.
What if a prospect issue is created but the opportunity is not real?
You can add qualification criteria to your prompt: 'Only create a lead if the issue includes budget or timeline information.' Notis enforces these conditions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Clientary. A trigger fires from one place; an action lands in another.
Linear triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Comment Received Trigger
Triggered when a comment is received.
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Issue Created Trigger
Triggered when a new issue is created.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
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 Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Linear and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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