Connect Public Issues to Customer Accounts
Public team issues are automatically linked to their customer accounts in Salesforce. Your customer work is instantly organized.
Trigger
Public Team Issue Created
Fires when a new issue is created in a Linear *public* team. For private teams (lock icon in Linear's sidebar) use `LINEAR_PRIVATE_TEAM_ISSUE_CREATED`.
Action
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Why this helps
Issues in Linear aren't linked to customer accounts in Salesforce, creating fragmented views of customer work and missed context during deals.
- Customer work is centrally organized by account
- Sales can see all issues for a customer in one place
- Context for customer conversations is instantly available
- Account-based selling becomes easier
Setup
Build it in a few focused steps.
- 1Connect Linear and Salesforce.
- 2Create an automation: 'When an issue is created in a public team in Linear, link it to a Salesforce account.' Choose your notification channel.
- 3Notis will ask how to identify the correct account (e.g., 'match the issue creator's email to an account contact' or 'use the project's associated company').
- 4Test by creating an issue in a public team with a clear customer association.
Questions about this workflow
How does Notis know which account to link to?
You define the logic. Examples: match the issue author's email to a contact, use the project's customer field, or let your team specify it per issue.
What if an issue isn't linked to a specific customer?
Notis will skip linking or notify you so you can provide context manually.
Can I organize issues differently based on type?
Yes. Tell Notis to link issues to accounts based on issue type, team, or custom criteria.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.