Automatic Proposal Sections from Public Deliverable Issues
Your team creates deliverable issues in public Linear projects but those deliverables never get documented in proposals until late in the process. Notis immediately converts public deliverable issues into proposal sections.
Trigger
Public Team Issue Created
Fires when a new issue is created in a Linear *public* team. For private teams (lock icon in Linear's sidebar) use `LINEAR_PRIVATE_TEAM_ISSUE_CREATED`.
Action
Create Proposal Section
Tool to create a proposal section. use after confirming a proposal exists to add a new opening or closing section.
Why this helps
Deliverables logged as public Linear issues stay disconnected from proposals, causing deliverables to be missed or duplicated when scope documents are written.
- Each deliverable issue automatically becomes a proposal section
- Deliverables documented once, visible in proposals instantly
- No more forgotten deliverables because they stayed in Linear
- Proposals automatically reflect all logged deliverables
Setup
Build it in a few focused steps.
- 1Connect Linear and Bidsketch to Notis (one-time setup).
- 2Tell Notis: When a new issue is created in my public Linear team with a deliverable label, create a matching section in the Bidsketch proposal.
- 3Select Public Team Issue Created as your trigger and choose your notification channel.
- 4Test by creating a sample deliverable issue in your public Linear team and confirm the section appears in Bidsketch.
Questions about this workflow
Can I filter to only certain public team issues?
Yes. You can specify labels, project names, or keywords to trigger only on deliverable-related issues.
What if the issue gets updated after the section is created?
Your prompt can specify to either update the existing section or create a new one. You choose the behavior.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Bidsketch. A trigger fires from one place; an action lands in another.
Linear triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
Comment Received Trigger
Triggered when a comment is received.
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
Issue Created Trigger
Triggered when a new issue is created.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
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).
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its 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).
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Linear and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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