Automatically Route Leads Based on Linear Changes
Issue updates in Linear trigger automatic lead routing in Salesforce. Leads reach the right person instantly, no manual assignment needed.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
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.
Why this helps
Leads sit unassigned in Salesforce while your team waits to manually route them. Delay costs momentum and creates bottlenecks.
- Leads are routed instantly without manual intervention
- Bottlenecks in your sales process disappear
- Right-size workload distribution across your team
- Momentum on opportunities is never lost
Setup
Build it in a few focused steps.
- 1Ensure your Salesforce assignment rules are configured (done once, outside this automation).
- 2Connect Linear and Salesforce.
- 3Create an automation: 'When a Linear issue is updated, apply Salesforce assignment rules.' Select your notification channel.
- 4Notis will trigger the rules and notify you of routing results.
Questions about this workflow
What if I don't have assignment rules set up?
Set up your assignment rules in Salesforce first—they determine how leads get routed. This automation just triggers them automatically.
Can I route only certain types of leads?
Yes. Tell Notis to apply rules only to leads created from specific issue types or teams.
What if a lead already has an owner?
Notis can skip already-owned leads or reassign based on your rules. Let Notis know your preference.
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
Comment Received Trigger
Triggered when a comment is received.
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.
Issue Created Trigger
Triggered when a new issue is created.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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).
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.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
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 Issue Properties Updated
Fires when properties on an issue change 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.
Project Created
Fires when a new Linear project is created. Covers projects in both public and private teams — polls with the connected user's token, so visibility matches what the connected user can see in Linear.
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.
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.
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.
Not just Linear and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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