Start the day with a focused lead review
Get a short, useful view of the leads that deserve attention before the day's tasks take over.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Lead Detail
Tool to fetch detailed information about a lead based on filters. Use when you need comprehensive lead data for a specific lead ID. The default view type is B2B. Note: On initial pageview, there may be a few seconds overhead before data is populated; consider implementing a 3-second delay after lead creation.
Why this helps
Deciding which leads need attention can require reopening several tools and reconstructing recent context.
- Create a consistent starting point for outreach
- Reduce time spent searching lead records
- Make high-priority follow-up easier to choose
Setup
Build it in a few focused steps.
- 1Connect LeadBoxer to Notis once through the portal; connect Linear too if you want the review to consider current work.
- 2Create an automation in the portal or tell Notis in plain language what outcome you want.
- 3Ask Notis to retrieve details for the priority leads and summarize useful follow-up cues; select a daily Notis schedule, choose a run-report channel, and test with one real lead.
Questions about this workflow
Can the review focus on a specific group?
Describe the lead criteria or segment in the instruction, using the identifiers and context available to Notis.
Will it contact leads automatically?
No. This workflow retrieves lead details and reports a review summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to LeadBoxer. A trigger fires from one place; an action lands in another.
Linear triggers
LeadBoxer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add or Update Lead Tags
Tool to add or update lead tags in LeadBoxer. Use when you need to manage lead tags by adding new tags, removing specific tags, or overwriting all existing tags for a specified user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Custom Tracking Domain
Tool to delete a custom tracking domain entry for a dataset. Use when you need to remove a specific custom tracking domain (CTD) associated with a dataset in LeadBoxer.
Comment Received Trigger
Triggered when a comment is received.
Get Events
Tool to fetch events for specified sessions from LeadBoxer. Use when you need to retrieve behavioral data including pageviews, clicks, form submissions, email interactions, and custom events. Events can be filtered by session ID, email, user ID, or segment/smartlist IDs.
Issue Created Trigger
Triggered when a new issue is created.
Get Lead Score Formula
Tool to fetch the lead score formula for a specific dataset. Use when you need to understand how lead scores are calculated for records in a dataset. The formula defines scoring based on criteria types: Range (number ranges), Match (exact values), Exists (presence of values), and Boost (event-based scoring).
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get Sessions
Tool to fetch sessions for a specified lead ID from LeadBoxer. Use when you need to retrieve session data for a user, with optional filtering by email, user ID, Smartlist ID, or segment ID. A session represents a single visit to the site, and users can have multiple sessions over time.
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).
Log Server-Side Event
Tool to track server-side events in LeadBoxer. Use when tracking backend events, page views, or custom activities from your server. This endpoint supports tracking user interactions, conversions, and other activities that occur on the server-side.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get Custom Tracking Domains
Tool to fetch custom tracking domain entries for a dataset. Use when you need to retrieve all custom tracking domains that are created or in progress for a specific datasetId.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Post Event Data
Tool to send event data for tracking user activities via POST request. Use when tracking events by sending data in the request body with application/x-www-form-urlencoded format.
Connect any two apps with Notis in the middle.
Linear and LeadBoxer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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