Linear: Actions and Triggers in CrocoClick Automations

Connect Linear to your CrocoClick automations: triggers, actions, use cases, and OAuth connection steps.

Written By Baptiste Lorreyte

Last updated 28 days ago

Linear is a tracking tool used by product and technical teams to plan, manage, and deliver their work: bugs, feature requests, and projects. The Linear integration directly connects your CRM, customer requests, and CrocoClick automations to Linear.

Specifically, your automations can create, update, search for, and enrich Linear records without needing a custom webhook. You can turn customer feedback into a concrete product task, notify the customer when their issue is resolved, and keep your records synchronized between CrocoClick and Linear.

Key Benefits

  • Closed-loop feedback: Capture your customers’ bug reports and feature requests as issues or customer needs in Linear, then notify the person who submitted the report once the work is complete.

  • Value-Based Prioritization: Link customer needs to Linear customer profiles so the product team can measure the volume of requests by customer, tier, or account importance.

  • Real-time technical visibility: Use updates to Linear issues, projects, customer needs, and initiatives to trigger internal or customer notifications.

  • Two-way customer context: Attach the CRM record URL to a Linear issue so the technical team can find the associated contact, company, conversation, or opportunity with a single click.

  • Native automation: Connect Linear via OAuth and configure triggers and actions directly in the automation builder, without having to manage permanent API tokens or webhooks.

  • Comprehensive coverage: issues, comments, projects, customers, customer needs, initiatives, and documents are supported.

Linear Triggers and Actions

Triggers start an automation when an event occurs in Linear. Actions allow an automation to create, update, search for, or enrich data in Linear. Use a trigger when Linear is the starting point, and an action when an activity in CrocoClick needs to create or modify work produced in Linear.

💡 TIP: All Linear triggers are instantaneous and rely on Linear’s webhooks. They fire as soon as the corresponding event occurs, with no verification delay.

Linear Triggers

Trigger

What it does

New Issue

Triggers when a new issue is created. Can be filtered by team.

Issue Updated

Triggers when an issue’s status, priority, assignee, labels, or other fields change.

New issue comment

Triggers when a comment is added to an issue.

New project

Triggers when a project is created in Linear.

New project update

Triggers when a project update is published.

Edited project update

Triggered when an existing project update is edited.

New customer

Triggered when a customer record is created in Linear.

Updated customer

Triggered when an existing customer record is modified.

New Customer Requirement

Triggered when a customer requirement (feature request) is captured.

Customer Requirement Updated

Triggered when the status, priority, or associated task of a customer requirement changes.

New document comment

Triggered when a comment is added to a Linear document (PRD, specification, proposal).

New initiative update

Triggered when an update is published to a Linear initiative.

Linear Actions

Action

What it does

Create an issue

Creates a new issue with a title, description, team, project, priority, assignee, labels, and due date.

Update an issue

Modifies the selected fields of an existing issue. Fields that are not filled in remain unchanged.

Retrieve an issue

Retrieves the most recent status of an issue using its ID.

Search for issues

Search for issues by team, project, label, status, assignee, or text.

Create a comment

Add a comment to an existing issue. Markdown is supported.

Create an issue attachment

Attach a URL to an issue with a link back to the source page.

Add a label to an issue

Add a label to an existing issue.

Remove a label from an issue

Remove a label from an existing issue.

Create a project

Creates a Linear project with a name, description, owner, and target date.

Search for a project

Search for a Linear project by name or filter.

Create a client

Create a client record in Linear (name, industry, tier, revenue).

Search for a client

Find a Linear client record by name or industry.

Create a client request

Creates a customer need linked to a customer record, an issue, or a project.

Use Case

From a bug reported by a customer to a Linear issue

Start with a form submission, an incoming conversation, or a support workflow to create a Linear issue enriched with customer context.

  1. Trigger the automation when a customer submits a bug report or a feature request.

  2. Search for the corresponding Linear customer record by name or domain.

  3. Create a Linear issue with the details of the report, the contact context, the priority, and the labels.

  4. Attach the URL of the CrocoClick CRM record to the issue.

  5. Create a customer requirement linked to the customer record and the issue.

From Resolved Issue to Customer Notification

Use a status change in Linear to notify the customer who submitted the report once the work is complete.

  1. Use the “Issue Updated” trigger.

  2. Filter for issues with the status “Completed.”

  3. Add a label filter, such as a label indicating a customer report.

  4. Retrieve the issue’s updated details.

  5. Send a personalized email or text message to the person who filed the report.

How to Connect Linear

Connecting Linear before building your automation allows CrocoClick to securely read from and write to the authorized Linear workspace. Once the connection is set up, each trigger or action still needs to be configured with the correct team, project, issue, label, client, or field mapping.

Option 1: From the automation builder

  1. Go to Automation, then Automations.

  2. Open an existing automation or create a new one.

  3. Add a Linear trigger or action.

  4. Select the desired trigger or action.

  5. Click “Connect.”

  6. Sign in to your Linear account via OAuth.

  7. Authorize the workspace and team(s) that the integration needs to access.

  8. Click "Save."

  9. Continue configuring the selected trigger or action.

Option 2: From Settings

  1. Go to Settings, then Integrations. Find Linear in the list and click “Connect.”

  2. Sign in to your Linear account via OAuth.

  3. Authorize the workspace.

  4. Save the connection.

  5. Return to the automation builder to configure your Linear triggers and actions.

🟢 Important: Linear triggers and actions are premium components and consume premium action credits at the standard automation rate.

Frequently Asked Questions