Keep offer milestones visible in your deal pipeline
When an offer is ready to track, Notis can create the corresponding Follow Up Boss deal from the Linear update.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
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.
Why this helps
Offer work can become urgent while the opportunity is still missing from the pipeline used to monitor deals.
- Bring offer-stage opportunities into the deal pipeline.
- Make negotiation work easier to keep in view.
- Reduce a manual CRM update during a time-sensitive moment.
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.
- 3Write one plain-language instruction to create a deal when an issue update clearly confirms an offer or counteroffer is ready to track, using the suitable existing stage.
- 4Pick the Linear Issue Updated trigger and a channel for run reports.
- 5Test with one real confirmed offer update and verify the deal in Follow Up Boss.
Questions about this workflow
Will this create a deal for an unconfirmed offer idea?
Tell Notis to wait for an explicit confirmation that the offer is ready to track.
Can this update an existing deal instead?
The listed action creates a deal. Use the prompt to limit creation to the intended milestone and report uncertain or potentially duplicate cases.
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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