Bring qualified private-team opportunities into the pipeline
A qualified opportunity tracked in a private Linear team can become a Follow Up Boss deal without a separate manual handoff.
Trigger
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
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
Sales opportunities in a private team can be easy to miss when the team also relies on the CRM pipeline.
- Make qualified opportunities visible in the deal pipeline.
- Reduce repeated entry for private team work.
- Keep the handoff from issue to sales record consistent.
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, tell Notis how to identify a qualified opportunity in a private team issue and create a matching deal in the appropriate existing stage.
- 4Pick the Linear Issue Created trigger for the private team and choose a channel for run reports.
- 5Test with one real qualified private issue and verify the deal was created.
Questions about this workflow
Can the trigger see private team issues?
Use the private team issue trigger. It polls using the connected user's Linear token, so the account must have access to the team.
What if the issue is not qualified yet?
Tell Notis to create deals only after the stated qualification criteria are met.
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.
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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.
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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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