Track New Contacts Automatically in Linear
A new contact gets added to Salesforce, and your team immediately sees them in Linear. No more contacts slipping through without proper follow-up.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
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.
Why this helps
New contacts are added to Salesforce all the time, but half your team doesn't know they exist until it's too late to make a good first impression. You end up chasing old contacts while new ones go cold.
- Every new contact is flagged for outreach without manual tracking
- Your team can prioritize and schedule follow-ups directly from the Linear issue
- New relationships get the attention they deserve from day one
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Linear to Notis.
- 2Tell Notis: 'When a new contact is created in Salesforce, create a Linear issue with their name, title, account, and email address.'
- 3Select 'New Contact Trigger' as your trigger.
- 4Choose your notification channel.
- 5Test by creating a new contact in Salesforce and verifying the Linear issue appears immediately.
Questions about this workflow
Can I assign the contact tracking issue to a specific team member?
Yes. Tell Notis: 'Assign to the account owner' or 'Assign to whoever's on rotation this week.' Your prompt controls the logic.
What if I want to skip certain contacts (like auto-generated support tickets)?
Refine your prompt: 'Only create issues for contacts at companies over 100 employees' or 'Skip contacts with certain titles.' Notis filters based on your rules.
Can I include a default follow-up date based on contact type?
Absolutely. Tell Notis: 'Set the due date to one week out for enterprise contacts, three days for high-priority.' Your automation, your rules.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Linear. A trigger fires from one place; an action lands in another.
Salesforce triggers
Linear actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create linear attachment
Creates a new attachment and associates it with a specific, existing linear issue.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create a comment
Creates a new comment on a specified linear issue.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get create issue default params
Fetches a linear team's default issue estimate and state, useful for pre-filling new issue forms.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create a label
Creates a new label in linear for a specified team, used to categorize and organize issues.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Delete issue
Archives an existing linear issue by its id, which is linear's standard way of deleting issues; the operation is idempotent.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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.
Not just Salesforce and Linear. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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