Sync Salesforce Task Completion to Linear
You close a task in Salesforce, but the matching Linear issue still shows as in-progress. This automation keeps statuses in sync so your team always sees the truth.
Trigger
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.
Action
Update issue
Updates an existing linear issue using its `issue id`; requires at least one other attribute for modification, and all provided entity ids (for state, assignee, labels, etc.) must be valid.
Why this helps
You complete tasks in Salesforce, but your team in Linear doesn't know because nobody updates both systems. Issues stay marked 'in progress' even though the work is done, creating false urgency and confusion.
- Task completion in Salesforce immediately reflects in Linear so statuses never drift
- Your team sees real-time work progress without checking multiple apps
- Fewer 'is this actually done?' messages and Slack conversations
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Linear to Notis.
- 2Tell Notis: 'When a task is marked complete in Salesforce, find the matching Linear issue and move it to Done.' Describe how to match them (by task subject, related account, or a custom field).
- 3Select 'Task Created or Completed' as your trigger.
- 4Choose your notification channel.
- 5Test by marking a Salesforce task complete and watching its Linear issue status change to Done.
Questions about this workflow
How does Notis match a Salesforce task to a Linear issue?
You tell it in your prompt. E.g., 'Match by the task subject or use the Linear issue ID stored in a Salesforce field.' Notis will find the right issue.
What if a task doesn't have a matching Linear issue?
Tell Notis what to do: 'Only sync if there's a matching issue' or 'Create a new issue if one doesn't exist.' Your choice.
Can I sync task creation (not just completion) to Linear?
Yes. Create a separate automation or modify your prompt: 'Create a new Linear issue for each new task' or 'Update an existing issue.' Whatever makes sense for your team.
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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