Keep Dynamics 365 lead qualification current
When qualification changes in Linear, let Notis carry the new context into the right Dynamics 365 lead.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
A prospect's status can change in project discussions while the CRM still reflects an earlier understanding.
- Keep qualification context aligned across work and sales tools.
- Avoid revisiting an outdated lead status during follow-up.
- Reduce the mental overhead of remembering CRM updates.
Setup
Build it in a few focused steps.
- 1Connect Linear and Dynamics 365 to Notis once through the portal.
- 2Create an automation with a plain-language instruction to find the related lead and update it when an issue records a meaningful qualification change.
- 3Select the Linear Issue Updated trigger and choose a channel for run reports.
- 4Test with one real issue update and verify the intended lead was updated.
Questions about this workflow
What counts as a qualification change?
Describe the changes that matter in the prompt, such as a confirmed fit, a timing change, or a clear reason to disqualify.
What action updates the record?
The automation uses Dynamics 365 Update Lead after Notis identifies the related lead from the available 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
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