Keep private account work connected to lead care
When confidential team work affects a relationship, leave a clear follow-up cue on the matching lead.
Trigger
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled 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
Important customer work in private teams may not reach the person managing lead follow-up.
- Keep relevant private work connected to account follow-up
- Reduce manual status relays across teams
- Make sensitive customer context easier to revisit
Setup
Build it in a few focused steps.
- 1Connect Linear and LeadBoxer to Notis once through the portal using an account that can access the private team.
- 2Create an automation in the portal or tell Notis in plain language what outcome you want.
- 3Describe the private-team issue changes that warrant account review and ask Notis to tag the matching lead; select the Linear Private Team Issue Properties Updated trigger, choose a run-report channel, and test with an authorized real example.
Questions about this workflow
Does Notis need access to the private team?
The connected Linear account must be able to see the private team and its issues.
Can the prompt limit which changes are acted on?
Yes. Name the meaningful status, label, assignee, or priority changes in the instruction.
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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