Auto-Load Proposal Templates From Linear Sales Issues
Your templates are ready the moment you create a new deal. No hunting, no context loss.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Get All Templates
Tool to retrieve a paginated list of all templates. use when you need to list available templates for selection.
Why this helps
You create a sales issue, then have to jump to Better Proposals to browse templates. By the time you're back, context is half gone.
- Templates appear without app switching
- Consistent starting point for all deals
- Faster proposal drafting
Setup
Build it in a few focused steps.
- 1Connect Linear and Better Proposals to Notis.
- 2Tell Notis: 'When a new Linear issue is created with label "proposal", fetch all available templates in Better Proposals.'
- 3Choose your notification channel to receive the template list.
- 4Test by creating a new issue with the proposal label.
Questions about this workflow
Will Notis show me all templates or just active ones?
Notis fetches all available templates. You can update the instruction to filter by status or category if needed.
Can I trigger this on a different label?
Absolutely. Use any label you use for sales work: 'client-work', 'deal-cycle', etc.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Better proposals. A trigger fires from one place; an action lands in another.
Linear triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Comment Received Trigger
Triggered when a comment is received.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Issue Created Trigger
Triggered when a new issue is created.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Linear and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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