Linear

the linear integration imports your linear issues into custify as tickets, allowing you to track customer reported bugs, feature requests, and project work alongside your customer success data issues are matched to custify companies through linear's customers feature and to contacts via assignee email key benefit know which customers are affected by open issues and use issue counts in health scores, segments, and playbooks what this integration does imports all linear issues as tickets in custify, including status, priority, assignee, labels, and comments matches issues to companies via linear customers or domain matching matches issues to contacts by assignee email imports issue comments for full conversation context creates ticket tags from linear labels, team names, and project names computes per company ticket metrics automatically supports real time updates via linear webhooks (optional setup required) data synced from linear linear field custify ticket field notes identifier (e g eng 42) external id unique issue reference title title description description markdown format state name status e g in progress, done priority label priority urgent, high, medium, low, or none assignee name assigned to created date opened at updated date last modified at comments ticket replies with author and timestamp labels tags linear labels become ticket tags issue url metadata direct link back to linear company metrics after each sync, custify calculates these metrics per company linear total tickets total linear tickets linked to the company linear open tickets tickets in backlog, unstarted, or in progress states linear urgent/high tickets open tickets with urgent or high priority before you begin make sure you have the following before connecting linear to custify an active linear workspace with issues to import for best matching results, use linear's customers feature to link issues to customer accounts before setting up the integration admin or integration settings access in custify how to set up the integration step 1 connect linear via oauth in custify, go to settings → integrations find linear in the list and click connect to linear you will be redirected to linear to authorize custify grant the requested permissions and click authorize you will be redirected back to custify with the connection established step 2 configure import settings toggle which data to import issues (enabled by default) comments (enabled by default) label tags, team tags, project tags (optional) click save settings step 3 run your first import click trigger first import to start the initial sync custify will import all issues from your linear workspace and match them to companies and contacts step 4 set up webhooks (optional, recommended) webhooks give you real time updates whenever issues are created, updated, or commented on in linear copy the webhook url s hown in the custify integration settings in linear, go to settings → api → webhooks and click new webhook paste the custify webhook url select issues and comments as resource types save the webhook, then copy the signing secret from linear paste the signing secret into the webhook secret field in custify and save how matching works company matching linear customer link if the issue has a linear customer attached, custify matches by the customer's external id or company name domain matching if the linear customer has domains configured, those are matched against custify company website domains contact matching assignee email the issue assignee's email is matched against custify contacts (case insensitive) company derivation when a contact is matched, their associated companies are also linked to the ticket issues that cannot be matched to any company or contact in custify are skipped during sync sync types full sync imports all issues from your linear workspace runs on initial activation and can be triggered manually update sync only imports issues modified since the last sync runs automatically on a regular schedule webhook (real time) receives instant notifications from linear when issues change requires the optional webhook setup described above troubleshooting issues not importing? confirm linear shows as connected in custify if the oauth token expired, disconnect and reconnect check matching issues only import if they match a custify company or contact make sure your companies and contacts exist in custify first use linear's customers feature to link issues to customer accounts for reliable matching webhook not working? verify the webhook url in linear matches the one shown in custify confirm issues and comments are selected as resource types check that the signing secret matches between linear and custify use linear's webhook delivery status page to check if events are being sent missing tickets? unmatched issues are skipped ensure companies and contacts are imported first archived issues are not imported by default run a full sync from integration settings if the incremental sync missed something privacy and security the integration uses oauth 2 0 authentication with read only access to your linear workspace no source code, private workspace data, or sensitive information is accessed only issue metadata oauth tokens are stored encrypted and can be revoked at any time from linear's settings webhook signatures are verified to ensure only authentic linear events are processed only users with custify integration permissions can configure the connection