Update deal outlook from Linear project updates
Let Notis bring a material project update into the related Dynamics 365 opportunity when it changes the deal picture.
Trigger
Project Update Posted
Fires when a project status update is posted on the Linear project's Updates tab. Covers projects in both public and private teams — polls with the connected user's token.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
A useful project status update may change the sales outlook without making it into the CRM.
- Connect project health to active deal context.
- Reduce surprises when preparing a customer conversation.
- Keep opportunity notes useful without a manual recap.
Setup
Build it in a few focused steps.
- 1Connect Linear and Dynamics 365 to Notis once through the portal.
- 2Describe the kinds of project updates that change deal outlook and ask Notis to update the related opportunity with those details.
- 3Select the Linear Project Update Posted trigger and choose a run-report channel.
- 4Test with one real project update that affects a deal and review the opportunity.
Questions about this workflow
Will every project update change an opportunity?
Define the material sales signals in the prompt so routine status notes are not copied unnecessarily.
What if one project relates to several deals?
Include enough relationship context for Notis to identify the intended opportunity, or narrow the prompt to unambiguous cases.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Dynamics365. A trigger fires from one place; an action lands in another.
Linear triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Comment Received Trigger
Triggered when a comment is received.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Issue Created Trigger
Triggered when a new issue is created.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
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 Lead
Creates a new lead entity record in dynamics crm using the web api.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Linear and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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