Start client follow-up from a clear Linear handoff
A new client handoff issue can prompt Notis to apply the appropriate existing follow-up plan to the contact.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Apply Action Plan to Person
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.
Why this helps
New client onboarding can stall when a handoff is recorded but the next routine is never started.
- Make the first follow-up routine easier to start.
- Reduce the number of handoff steps to remember.
- Keep client onboarding moving after the issue is created.
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.
- 3In one plain-language instruction, specify how to recognize a confirmed new client handoff and ask Notis to apply the appropriate existing action plan to the matched contact.
- 4Pick the Linear Issue Created trigger and a channel for run reports.
- 5Test with one real client handoff and confirm the action plan was applied.
Questions about this workflow
Does this make a new action plan?
No. The action applies an existing plan to a person in Follow Up Boss.
Can it skip incomplete handoffs?
Tell Notis to proceed only when the issue clearly identifies a client and the handoff is confirmed.
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.
Apply Action Plan to Person
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
Tool to create an appointment outcome in Follow Up Boss. Use when you need to add a new outcome type for appointment tracking.
Issue Created Trigger
Triggered when a new issue is created.
Create Appointment Type
Tool to create a new appointment type in Follow Up Boss. Use when you need to define a new category for appointments that can be scheduled in the system.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Call
Tool to add a call record to Follow Up Boss. Use when you need to log a phone call interaction with a person.
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).
Create Deal Custom Field
Tool to create a custom field for deals in Follow Up Boss. Use when you need to add custom metadata fields to track deal-specific information like stages, priorities, or custom dates.
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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No card. Works with personal or business Follow Up Boss.