Keep deal context beside readiness work
A launch or onboarding issue may already exist. Add the new deal's useful context to its discussion so it is easy to find when planning.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create a comment
Creates a new comment on a specified linear issue.
Why this helps
Important sales details can be scattered across tools just when a team is checking whether it is ready to deliver.
- Put relevant context in the issue discussion
- Reduce tab switching during readiness reviews
- Make it easier for teammates to catch up asynchronously
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Linear to Notis once through the portal.
- 2In the portal, choose New Automation, or tell Notis conversationally what you want it to do.
- 3In one plain-language instruction, ask Notis to comment on the specified existing Linear readiness issue with useful context from each new Pipedrive deal.
- 4Choose the Pipedrive New Deal Received trigger and a channel for run reports, then create the automation.
- 5Test with a real deal and verify the comment appears on the intended issue.
Questions about this workflow
Can this create the Linear issue too?
This workflow adds a comment to an existing issue. Use a separate issue-creation workflow if you also need a new issue.
How does Notis know which issue to comment on?
Name or otherwise describe the intended existing issue in the plain-language instruction. The action requires an existing Linear issue.
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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