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Notis

Auto-Load Templates For Private Team Deals

Confidential deals get template details instantly, without leaving your private workspace.

Trigger

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

Action

Get Template Details

Tool to retrieve details of a specific template. use after selecting the template id to fetch metadata.

Why this helps

Sensitive deals need specific templates, but you have to jump between apps to get metadata. Context switching on confidential work is risky.

  • Templates available in private context
  • No public app switching
  • Sensitive deals stay focused

Setup

Build it in a few focused steps.

  • 1Connect your integrations to Notis with private team access.
  • 2Tell Notis: 'When a new issue is created in a private Linear team, fetch template details from Better Proposals for relevant templates.'
  • 3Select your notification channel.
  • 4Test by creating a confidential deal issue in your private team.

Questions about this workflow

Does Notis respect private team permissions?

Yes. It only shows templates and data you have access to in Better Proposals.

Can I auto-select a specific template for sensitive deals?

Yes. Tell Notis which template to prioritize for private team deals.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Company

Tool to create a new company. use after confirming the company does not already exist.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

Create Document Type

Tool to create a new document type. use after confirming the desired type name does not already exist.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

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.

ActionInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

Get All Companies

Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.

ActionInstant

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).

TriggerPolling

Get All Currencies

Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.

ActionInstant

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

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.

ActionInstant

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

Get All Proposals

Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.

ActionInstant

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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No card. Works with personal or business Better proposals.