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Notis

Make customer promises easier to find later

When a private Linear comment captures a clear customer promise, keep that commitment with the matching lead record.

Trigger

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).

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

A promise shared in an internal thread can slip from view before anyone closes the loop with the customer.

  • Keep internal notes about promises near the customer timeline.
  • Reduce the chance that a committed follow-up is forgotten.
  • Give teammates a concise reference for the next conversation.

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 asking Notis to find explicit customer promises in private team comments and record them as concise events on the matched lead.
  • 4Pick the Linear Comment Received trigger for the private team and a channel for run reports.
  • 5Test with one real private comment containing a customer commitment and inspect the lead timeline.

Questions about this workflow

Does the trigger support private team comments?

Use the private team comment trigger for comments visible to the connected Linear account.

Can this capture vague discussion as a promise?

Tell Notis to act only on clear, explicit commitments and report uncertain cases for review.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

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.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

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.

ActionInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

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.

ActionInstant

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).

TriggerPolling

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.

ActionInstant

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

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.

ActionInstant

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

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.

ActionInstant

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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