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Notis

Keep customer-impacting project delays visible

A project schedule change can prompt Notis to record the customer impact on the right lead for a more prepared follow-up.

Trigger

Project Properties Updated

Fires when properties on a Linear project change (status, lead, target date, priority, etc.). Covers projects in both public and private teams — polls 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 changed target date can affect a customer while the relevant context remains in a project tracker.

  • Make customer impact easier to remember and communicate.
  • Keep a record of meaningful schedule changes with the lead.
  • Reduce the risk of a delayed update to the customer.

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, ask Notis to log a project property change only when it clearly delays work for a matched customer, including concise context in the event.
  • 4Pick the Linear Project Properties Updated trigger and a channel for run reports.
  • 5Test with one real customer-impacting target date change and review the lead event.

Questions about this workflow

Will every project date change be logged?

Tell Notis to act only when the change clearly affects a known customer's timeline.

Does this contact the customer?

No. This action adds an event to the lead record so the team can use that context for follow-up.

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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