1.Detect new issue comment
Integrate Linear and issue tracking tools to capture assignment signals from new comments and continue the workflow.
Assign advisor task from issue comment and update CRM
Automatically monitor new issue comments across Linear and Filter by Zapier, then continue when assignment keywords show up. Automatically create child tasks, update issue status and labels, and set advisor assignment fields in Attio β so you can route work without manual routing.
How this automation accelerates advisor handoffs
When assignment signals sit inside Linear comments, delays can block task handoff and slow client work. This automation monitors issue comments and routes assignment actions, updates issue status, creates child tasks, and updates Attio recordsβso your team can move faster.
Linearor swap with your favorite app
2.Continue on assignment keywords
Integrate Filter by Zapier and keyword rules to continue only when comments include configured assignment phrases.
Filter by Zapieror swap with your favorite app
3.Update issue status and label
Integrate Linear and issue tracking tools to find the issue by ID and set the configured status and label.
4.Create child task issue
Integrate Linear and task management tools to create a child task under the originating issue and assign the owner.
5.Create or update client record
Integrate Attio and CRM mapping tools to create or update the client record, set advisor-assigned flags, and store advisor contact email.
Attioor swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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