Keep lead handoffs visible in the contact timeline
Record the point when a lead moves between people, so the handoff does not disappear in an issue update.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Create Events
Tool to send in a lead or an event related to a lead in Follow Up Boss. Use when you need to track lead activities, inquiries, property views, or any other event type supported by the system.
Why this helps
During a handoff, both the incoming teammate and the next follow-up can be unclear.
- Keep a simple record of a lead handoff.
- Make changes in responsibility easier to understand later.
- Reduce follow-up gaps during team transitions.
Setup
Build it in a few focused steps.
- 1Connect Linear and Follow Up Boss to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally to create one.
- 3Give Notis one plain-language instruction to recognize an explicit lead handoff in an issue update and log the handoff context as an event on the matching lead.
- 4Pick the Linear Issue Updated trigger and a channel for run reports.
- 5Test with one real handoff update and review the new lead event.
Questions about this workflow
Does this change Follow Up Boss ownership?
This action records an event. It does not reassign a Follow Up Boss person.
What updates should count as a handoff?
Specify that the issue update must clearly state a lead handoff, and ask Notis to skip unrelated assignee changes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Follow Up Boss. A trigger fires from one place; an action lands in another.
Linear triggers
Follow Up Boss actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Tool to apply an Action Plan to a person in Follow Up Boss. Use when you need to assign or apply a specific action plan workflow to a contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Appointment
Tool to create a new appointment in Follow Up Boss. Use when you need to schedule meetings, property showings, or events. Requires title, start time, and end time. Optionally send invitation emails to invitees.
Comment Received Trigger
Triggered when a comment is received.
Create appointment outcome
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Issue Created Trigger
Triggered when a new issue is created.
Create Appointment Type
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Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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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 Custom Field
Tool to create a custom field in Follow Up Boss. Use when you need to add a new custom data field to person records, such as tracking anniversaries, customer types, or any other custom information.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
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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 Deal
Tool to create a new deal in Follow Up Boss. Use when you need to add a deal to track sales opportunities in your pipeline. Requires deal name and stage ID.
Connect any two apps with Notis in the middle.
Linear and Follow Up Boss, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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