Keep completed customer calls in Follow Up Boss
When a public team issue records a completed customer call, Notis can add the call to that lead's Follow Up Boss history.
Trigger
Public Team Issue Created
Fires when a new issue is created in a Linear *public* team. For private teams (lock icon in Linear's sidebar) use `LINEAR_PRIVATE_TEAM_ISSUE_CREATED`.
Action
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.
Why this helps
A call task can be marked complete in Linear without leaving a usable record on the CRM contact.
- Keep call activity with the relevant person record.
- Save time after completing a customer conversation.
- Make future follow-up easier to hand off.
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.
- 3Give Notis one plain-language instruction to create a call record only for public team issues that confirm a completed customer call and match a Follow Up Boss person.
- 4Pick the Linear Issue Created trigger for public team issues and choose a channel for run reports.
- 5Test with one real completed call issue and verify the call on the contact.
Questions about this workflow
Will a newly created call task be logged before the call happens?
Tell Notis to act only when the issue explicitly confirms the call is complete.
Does the trigger cover private issues too?
This workflow uses the public team issue trigger. Choose the corresponding private team issue trigger for private team use.
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
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).
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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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