Check for related work before starting over
A new deal may connect to work already in Linear. Let Notis scan issues and surface a useful reference for the handoff.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
List Linear issues
Lists non-archived linear issues; if project id is not specified, issues from all accessible projects are returned. can also filter by assignee id to get issues assigned to a specific user.
Why this helps
Starting a parallel thread without checking existing issues can create duplicate work and more coordination overhead.
- Surface potentially related work early
- Reduce avoidable duplicate planning
- Give the sales handoff a stronger starting point
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Linear to Notis once through the portal.
- 2Create a new automation in the portal or ask Notis for one in plain language.
- 3Use one instruction asking Notis to search accessible Linear issues for work related to each new Pipedrive deal and summarize likely matches.
- 4Select the Pipedrive New Deal Received trigger and a channel for run reports, then create the automation.
- 5Test with a real deal that has known related work and review the issue matches.
Questions about this workflow
Will this guarantee duplicates are prevented?
No. It surfaces potentially related issues for review so the team can decide what to do.
Does it change existing issues?
No. It lists issues for a review and does not modify them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Linear. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Linear actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create linear attachment
Creates a new attachment and associates it with a specific, existing linear issue.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a comment
Creates a new comment on a specified linear issue.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create linear issue
Creates a new issue in a specified linear project and team, requiring a title and description, and allowing for optional properties like assignee, state, priority, cycle, and due date.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get create issue default params
Fetches a linear team's default issue estimate and state, useful for pre-filling new issue forms.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Create a label
Creates a new label in linear for a specified team, used to categorize and organize issues.
Delete issue
Archives an existing linear issue by its id, which is linear's standard way of deleting issues; the operation is idempotent.
Get all teams
Retrieves all teams from the linear workspace without requiring any parameters.
Download issue attachments
Downloads a specific attachment from a linear issue; the `file name` must include the correct file extension.
Connect any two apps with Notis in the middle.
Pipedrive and Linear, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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