Accelerate Customer Onboarding with Automated Agreements
New customer comes on board. Notis automatically sends all required agreements for signature - MSA, SOW, NDA - without you lifting a finger.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Customer onboarding stalls waiting for paperwork. You create the issue, manually prepare each agreement, send them separately, track signatures, chase reminders. Customers get frustrated with delays.
- Customers sign agreements on day one instead of day fifteen
- No manual coordination between sales and legal
- All customer agreements tracked in Linear as a single timeline
- Onboarding moves faster, improving time-to-revenue
Setup
Build it in a few focused steps.
- 1Connect Linear and Boldsign to Notis.
- 2Tell Notis: 'When I create a customer-onboarding issue, automatically send our standard MSA, SOW, and NDA to the customer email listed.'
- 3Select 'Issue Created' as your trigger.
- 4Set notification preferences.
- 5Test by creating a customer onboarding issue and watch all agreements flow automatically.
Questions about this workflow
What if the customer is a renewal, not a new customer?
Use different issue labels for new vs. renewal customers and Notis will send the appropriate agreements for each.
Can I send documents in a specific order or all at once?
Tell Notis your preference. It can send sequentially or batch-send all agreements simultaneously.
What if a customer needs custom agreement terms?
Flag it in the Linear issue and Notis will use your custom version instead of the standard template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Boldsign. A trigger fires from one place; an action lands in another.
Linear triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Comment Received Trigger
Triggered when a comment is received.
Create Custom Field
Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
Issue Created Trigger
Triggered when a new issue is created.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
List Behalf Documents
Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
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).
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Connect any two apps with Notis in the middle.
Linear and Boldsign, 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 Boldsign.