Give each customer referral a follow-up home
A referral deserves a clear next step. Notis can turn the Linear issue that captures it into a HelloLeads lead.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Create Lead
Tool to add a new lead into HelloLeads. Use when you need to push a fresh lead record with mandatory first name and list key.
Why this helps
Referrals are warm opportunities, but they can sit in internal notes without anyone adding them to a follow-up list.
- Keep referral context attached to the new lead.
- Make it easier to return to warm introductions.
- Avoid a separate referral spreadsheet.
Setup
Build it in a few focused steps.
- 1Connect Linear and HelloLeads to Notis once in the portal.
- 2Create a new automation from the portal or by asking Notis in plain language.
- 3Give one instruction to create a HelloLeads lead when a new Linear issue records a customer referral, carrying over the referral context.
- 4Pick the Linear Issue Created trigger and set a channel for run reports.
- 5Test with one real referral issue and check HelloLeads.
Questions about this workflow
Can the workflow distinguish referrals from other issues?
Describe the referral signals in your instruction, such as an explicit referral note or label.
Does it contact the referred person?
No. The available HelloLeads action creates a lead record; it does not send a message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Helloleads. A trigger fires from one place; an action lands in another.
Linear triggers
Helloleads actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Lead
Tool to add a new lead into HelloLeads. Use when you need to push a fresh lead record with mandatory first name and list key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Leads
Tool to list all leads from HelloLeads. Use after authentication to fetch the entire lead list. Returns empty list if none found.
Comment Received Trigger
Triggered when a comment is received.
List Lead Lists
Tool to retrieve all lead list keys from HelloLeads. Use when you need to enumerate available lists for lead insertion.
Issue Created Trigger
Triggered when a new issue is created.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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).
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Connect any two apps with Notis in the middle.
Linear and Helloleads, 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 Helloleads.