Keep customer launch milestones with the lead
When a project update marks a customer-relevant launch, preserve the milestone where the customer history lives.
Trigger
Project Update Posted
Fires when a project status update is posted on the Linear project's Updates tab. 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 launch update can be important to a customer conversation but hard to rediscover in a project feed.
- Keep relevant launch context close to the customer record.
- Make customer conversations easier to prepare.
- Avoid searching project updates to recall what shipped.
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.
- 3Tell Notis in one plain-language instruction to log a project update as a Follow Up Boss event only when it describes a milestone relevant to a clearly matched customer.
- 4Pick the Linear Project Update Posted trigger and a channel for run reports.
- 5Test with one real customer-relevant launch update and review the lead event.
Questions about this workflow
Will every project update be copied?
No. Instruct Notis to act only when the update describes a launch milestone relevant to a specific customer.
What if several leads could match?
Ask Notis to report ambiguous matches for review instead of attaching the event to an uncertain contact.
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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Webhook trigger
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Comment Received Trigger
Triggered when a comment is received.
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Issue Created Trigger
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Issue Updated Trigger
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Private Team Issue Created
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Private Team Issue Properties Updated
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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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