Turn Linear sales requests into Dynamics 365 leads
Log a sales inquiry in Linear and let Notis create a Dynamics 365 lead, ready for the next follow-up.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Sales requests can get buried among product work, leaving promising conversations without an owner or next step.
- Keep new prospects visible in the CRM without a second round of data entry.
- Reduce the chance that a sales request disappears in the issue queue.
- Let Notis summarize the issue context in the new lead.
Setup
Build it in a few focused steps.
- 1Connect Linear and Dynamics 365 to Notis once through the portal.
- 2Ask Notis to create a Dynamics 365 lead whenever a new Linear issue describes a sales inquiry, including its useful context.
- 3Select the Linear Issue Created trigger and choose where Notis should report runs.
- 4Test with one real sales inquiry issue and confirm the lead contains the relevant context.
Questions about this workflow
Will every Linear issue become a lead?
The prompt should tell Notis to create a lead only when an issue describes a genuine prospective customer or sales inquiry.
Do I need to set up field mappings?
No. Describe the desired outcome in one plain-language instruction and Notis interprets the issue context.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.