Turn Linear Projects Into Salesforce Customer Accounts
When you start a project in Linear, an account automatically appears in Salesforce. Onboarding happens instantly across both systems.
Trigger
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.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
New customer projects are created in Linear but don't appear in Salesforce until sales manually creates accounts. This lag creates confusion about who you're actually working with.
- Customer onboarding starts immediately in Salesforce
- Projects and accounts stay perfectly aligned
- Revenue tracking begins the moment a project launches
- Sales has instant access to all active customer relationships
Setup
Build it in a few focused steps.
- 1Connect Linear and Salesforce.
- 2Create an automation: 'When a project is created in Linear, create an account in Salesforce.' Select your notification preference.
- 3Notis will use the project name as the account name. You can customize this—tell Notis to include team information or derive the company name from the project details.
- 4Test by creating a sample project in Linear.
Questions about this workflow
What if the project name doesn't match a company name?
You can refine the automation by telling Notis how to derive the account name (e.g., 'use the client field from the project' or 'prepend the year').
Can I link the account to a parent company?
Yes. Tell Notis to look up and link the account to an existing parent account in Salesforce.
Will this sync existing projects?
This triggers only on new projects. For existing projects, ask Notis to run a one-time backfill.
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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