Milestone Updates Create Action Items Automatically
When a Linear project milestone is reached or a key date shifts, Notis logs it as a task in Close so you remember to communicate progress.
Trigger
Project Properties Updated
Fires when properties on a Linear project change (status, lead, target date, priority, etc.). Covers projects in both public and private teams — polls with the connected user's token.
Action
Create Task
This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
Why this helps
Project milestones hit in Linear but founder doesn't cascade the news to Close. Stakeholder updates and CRM records fall out of sync.
- Milestone updates trigger automatic CRM action items
- Keep customers and stakeholders updated without extra reminders
- Reduce forgotten follow-ups on project wins
Setup
Build it in a few focused steps.
- 1Connect Linear and Close to Notis.
- 2Ask Notis: 'Create a task in Close whenever a Linear project milestone or key date changes'.
- 3Notis monitors project updates automatically.
- 4Set your notification channel.
- 5Test by updating a Linear project date or status and checking for the Close task.
Questions about this workflow
What counts as a milestone change?
Status changes, date shifts, or priority updates. You can ask Notis to only track specific types of changes if needed.
Will I get a task for every minor date adjustment?
By default yes. Ask Notis to filter by significant changes only if you want less noise.
Can the task include the milestone name and new date automatically?
Yes, Notis can populate the task with specific milestone details for context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Close. A trigger fires from one place; an action lands in another.
Linear triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
This tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, text, status, and source.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a new call record in close.com. this tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead id, direction, and optional support for contact id, phone, duration, note, recording url, and user id.
Comment Received Trigger
Triggered when a comment is received.
Create Lead
This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
Issue Created Trigger
Triggered when a new issue is created.
Create Task
This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Delete Call
This tool allows you to delete a specific call activity in close.com. it is useful for removing incorrectly logged calls or cleaning up call records. the action deletes a call activity using its unique call id and cannot be undone.
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).
Get Notes
This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Connect any two apps with Notis in the middle.
Linear and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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