Turn Private Issues Into Qualified Leads
Issues created in private Linear teams automatically become leads in Salesforce. Sensitive customer work is tracked and followed up.
Trigger
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Issues in private teams don't reach your sales process because they're hidden. Critical work goes without proper sales support and follow-up.
- Private team work is tracked in your sales process
- Sensitive issues get proper follow-up without exposing them broadly
- Sales understands the full scope of committed work
- Revenue implications of private work are visible
Setup
Build it in a few focused steps.
- 1Connect Linear and Salesforce.
- 2Create an automation: 'When an issue is created in a private Linear team, create a lead in Salesforce.' Choose your notification channel.
- 3Notis will mark these leads appropriately so your team understands they're from sensitive projects.
- 4Test by creating an issue in a private team.
Questions about this workflow
Will this expose private team information?
Only the necessary details are shared. Sensitive context remains in Linear; Salesforce captures the key facts for follow-up.
Can I exclude specific private teams?
Yes. Tell Notis which teams to include or exclude from this automation.
What if the issue is internal-only?
You can refine the automation to skip internal issues or those marked confidential.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Salesforce. A trigger fires from one place; an action lands in another.
Linear triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Comment Received Trigger
Triggered when a comment is received.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Issue Created Trigger
Triggered when a new issue is created.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
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).
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Linear and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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