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Check for an existing lead before you follow up

When an issue changes around a prospect, Notis can look through HelloLeads leads and help you see whether the relationship is already recorded.

Trigger

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

Action

List Leads

Tool to list all leads from HelloLeads. Use after authentication to fetch the entire lead list. Returns empty list if none found.

Why this helps

Without a quick record check, you may duplicate a lead or miss useful history before replying.

  • Bring potential existing records into view.
  • Reduce duplicate lead entry.
  • Review lead context before taking the next step.

Setup

Build it in a few focused steps.

  • 1Connect Linear and HelloLeads to Notis once in the portal.
  • 2Create an automation in the portal or ask Notis to set it up conversationally.
  • 3Use one instruction to list HelloLeads leads after a relevant issue update and identify likely matching contacts for review.
  • 4Select Linear Issue Updated and choose a channel for run reports.
  • 5Test with one issue update for a prospect with a known HelloLeads record.

Questions about this workflow

Does this prevent duplicates automatically?

No. The action lists leads and Notis can surface likely matches for you to review; it does not merge or update records.

What issue updates should trigger a lookup?

Describe updates involving a named prospect or customer so the retrieval has useful context.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Leads

Tool to list all leads from HelloLeads. Use after authentication to fetch the entire lead list. Returns empty list if none found.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

List Lead Lists

Tool to retrieve all lead list keys from HelloLeads. Use when you need to enumerate available lists for lead insertion.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

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

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

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

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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