New Projects Appear in Your CRM Instantly
The moment you launch a new project in Linear, Notis creates a corresponding task in Close so it's on your radar in your sales CRM too.
Trigger
Project Created
Fires when a new Linear project is created. Covers projects in both public and private teams — polls with the connected user's token, so visibility matches what the connected user can see in Linear.
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
New initiatives start in Linear but founder forgets to add them to Close. CRM becomes outdated; founder loses track of what's actually in flight.
- New projects surface in your CRM task system instantly
- CRM always reflects your current workload
- Reduce manual overhead of logging projects in two places
Setup
Build it in a few focused steps.
- 1Both integrations must be active on Notis.
- 2Tell Notis: 'When I create a new Linear project, create a task in Close'.
- 3Notis watches for new projects automatically.
- 4Choose your notification channel.
- 5Test by creating a new Linear project and confirm the Close task appears within seconds.
Questions about this workflow
Will this trigger for every new project, or can I pick which ones?
Start with all projects, then ask Notis to filter by team or type if you want to exclude internal-only projects.
What if I create a project but delete it right away?
The Close task will still be created. You can delete it manually, or ask Notis to ignore projects that are deleted within X minutes.
Can the task automatically include the project lead or team information?
Yes, Notis can pull those details into the Close task so you have 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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