Prospect Issues Create Instant CRM Records
When your team adds a prospect issue to Linear, it automatically becomes a lead in Close -- no manual CRM entry needed.
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
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.
Why this helps
New prospects arrive in Linear (via support, referral, or outbound) but founder forgets to log them in Close. Opportunities slip through because tracking is split.
- Prospects captured instantly into your sales CRM
- No delay between identifying and tracking opportunities
- Eliminate lost leads due to fragmented systems
Setup
Build it in a few focused steps.
- 1Confirm Linear and Close are connected to Notis.
- 2Ask Notis: 'When a new Linear issue with the Prospect label is created, make it a lead in Close'.
- 3Notis monitors Linear for issues with the specified label.
- 4Set your notification channel.
- 5Test by creating a Linear issue with the Prospect label and verifying the Close lead.
Questions about this workflow
What if someone tags an issue Prospect but it's not actually a sales opportunity?
You can refine the automation using natural language. Ask Notis to also check for a secondary label or keyword to avoid false positives.
Can I customize which fields get filled in the Close lead?
Yes, tell Notis what fields matter to you -- company name, contact email, deal size, etc. -- and it will pull those from the Linear issue.
What happens if the same person is tagged as Prospect multiple times?
Each tag creates a new lead by default. You can ask Notis to check if a lead already exists and update it instead.
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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