Automatically Convert Linear Scope Into Proposal Sections
Your team defines project scope in Linear but proposal sections get created separately in Bidsketch. Notis bridges this gap by converting scope details from Linear directly into proposal sections.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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
Scope discussions in Linear happen separately from proposal creation in Bidsketch, causing scope details to be lost, duplicated, or missed when drafting proposals.
- Scope written once in Linear automatically becomes a proposal section
- No more copy-pasting scope between tools
- Proposals always reflect the latest scope from Linear
- Less cognitive load juggling two separate scope records
Setup
Build it in a few focused steps.
- 1Connect Linear and Bidsketch to Notis (one-time).
- 2Tell Notis: When a Linear issue is updated with scope details, create a new section in the related Bidsketch proposal with that content.
- 3Select Issue Updated as your trigger and choose your notification channel.
- 4Test by adding scope text to a Linear issue and confirm the proposal section appears in Bidsketch.
Questions about this workflow
Can I control what text from Linear becomes a section?
Yes. Your prompt can specify to only use certain parts of the Linear issue, like the description or a specific comment, as the proposal section content.
What if I update the scope in Linear multiple times?
Notis can either create a new section each time or update an existing section. Specify in your prompt which behavior you want.
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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