Create an opportunity from a qualified Linear request
When a new Linear issue represents a real deal, Notis can open the opportunity in Dynamics 365 for you.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
Qualified deal signals can linger in a project tracker while the CRM pipeline remains incomplete.
- Bring qualified deals into the pipeline promptly.
- Keep the source issue context available for the next conversation.
- Avoid retyping deal details into a second system.
Setup
Build it in a few focused steps.
- 1Connect Linear and Dynamics 365 to Notis once through the portal.
- 2Write one plain-language instruction telling Notis to create an opportunity only for new issues that represent a qualified deal or expansion.
- 3Pick the Linear Issue Created trigger and the channel for run reports.
- 4Test with one genuine qualified request and review the resulting opportunity.
Questions about this workflow
Should every project request create an opportunity?
No. State the qualification criteria in the prompt so routine delivery issues do not create pipeline records.
Can the opportunity include issue details?
Tell Notis to carry over the useful context from the Linear issue when it creates the record.
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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