Prospect Issues Turn Into Tracked Sales Leads
When prospect opportunities are tracked as issues in your public Linear teams, Notis automatically creates matching leads in Clientary. Your sales pipeline grows without manual entry, and no prospect interest gets missed.
Trigger
Public Team Issue Created
Fires when a new issue is created in a Linear *public* team. For private teams (lock icon in Linear's sidebar) use `LINEAR_PRIVATE_TEAM_ISSUE_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 issues created by public teams sit in Linear without creating corresponding sales records, causing pipeline visibility gaps and missed follow-ups.
- Automate prospect lead tracking
- Improve pipeline visibility
- Never miss public team prospects
- Reduce manual lead entry
Setup
Build it in a few focused steps.
- 1Verify Linear and Clientary are connected to Notis.
- 2Create the automation: 'When a new issue is created in my public Linear teams and marked as a prospect, automatically create a lead in Clientary.'
- 3Select 'Public Team Issue Created' as your trigger.
- 4Choose your notification channel.
- 5Test by creating a prospect issue in a public team and confirming the lead appears in Clientary.
Questions about this workflow
How do I flag which public team issues are prospects?
Use a project or label filter: 'Only create leads for issues in the Prospects project' or 'Create leads when an issue has the Prospect label.' Notis applies your criteria.
Can I pull prospect contact info from the issue?
Yes. Tell Notis: 'Use the issue title as the company name and extract email from the description.' It pulls and applies the data automatically.
What if I want to avoid duplicate leads?
Include a deduplication rule: 'Check if a lead for this company already exists before creating one.' Notis performs the check and prevents duplicates.
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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