Turn qualified Linear leads into Follow Up Boss deals
Capture a qualified opportunity in Linear and have Notis create a deal in Follow Up Boss, so it is easier to keep the next step in view.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
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
A promising lead can get buried among product work before anyone adds it to the sales pipeline.
- Keep qualified opportunities visible in the sales pipeline.
- Reduce duplicate entry between Linear and Follow Up Boss.
- Give the team one clear place to follow deal progress.
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 which new Linear issues represent qualified opportunities and to create a matching Follow Up Boss deal in the appropriate stage.
- 4Pick the Linear Issue Created trigger and a channel for run reports.
- 5Test with one real qualified lead issue and confirm the deal appears in Follow Up Boss.
Questions about this workflow
Does this create a deal for every new Linear issue?
No. Tell Notis in the automation prompt to act only when an issue clearly represents a qualified buyer or seller opportunity.
What if an issue does not identify a Follow Up Boss contact?
Describe in the prompt how Notis should handle missing contact details, such as reporting the issue for review instead of creating a poorly matched deal.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Comment Received Trigger
Triggered when a comment is received.
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.
Issue Created Trigger
Triggered when a new issue is created.
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.
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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No card. Works with personal or business Follow Up Boss.