Keep lead expectations aligned with project timing
When a delivery date changes, make it easier to remember which prospect or customer conversations may need attention.
Trigger
Project Properties Updated
Fires when properties on a Linear project change (status, lead, target date, priority, etc.). Covers projects in both public and private teams — polls with the connected user's token.
Action
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.
Why this helps
A changed project date can leave conversations running on outdated expectations unless someone remembers who is affected.
- Surface leads that may need an expectation check
- Reduce forgotten follow-up after schedule changes
- Keep timing changes connected to the right account
Setup
Build it in a few focused steps.
- 1Connect Linear and LeadBoxer to Notis once through the portal.
- 2Create an automation in the portal or tell Notis in plain language what outcome you want.
- 3Ask Notis to recognize relevant project target-date changes and tag the associated leads for review; select the Linear Project Properties Updated trigger, choose a run-report channel, and test with one real date change.
Questions about this workflow
Can the tag distinguish delays from earlier dates?
Describe in the instruction which direction of date change merits a review and use a suitable tag.
Does this update a delivery promise in LeadBoxer?
No. It applies a tag so the account can be reviewed; it does not edit a promise or contact.
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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