Automate Investment Documentation
Investor deck approved? Someone comments 'ready to invest'. Notis sends the investment agreement instantly. Momentum carries through to signature.
Trigger
Comment Received Trigger
Triggered when a comment is received.
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Investor enthusiasm is time-sensitive. Delays in sending agreements kill momentum. Manual coordination between deal team, lawyers, and investors eats days.
- Send investment agreements while investor enthusiasm is high
- No delays between deck approval and documentation
- All investor communications tracked in Linear
- Consistent process across multiple funding rounds
Setup
Build it in a few focused steps.
- 1Connect Linear and Boldsign to Notis.
- 2Tell Notis: 'When someone comments ready-to-invest on a funding issue, send the investment agreement to the investor contacts listed.'
- 3Select 'Comment Received' as trigger.
- 4Choose notification channel.
- 5Test by commenting ready-to-invest on a funding issue and watch the agreement send automatically.
Questions about this workflow
How does Notis identify the investors?
Include investor contact info in the Linear issue (description, comments, or custom field) and Notis will send automatically.
Can I use different investment agreements for different investor types?
Yes. Use labels for investor type (angel, vc, strategic) and Notis will send the appropriate agreement.
What if terms need adjustment?
Note custom terms in the issue and Notis will include them before sending.
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.
Get Brand Details
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
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.