Streamline Invoice Approval to Payment
Invoice marked approved? Notis sends it for signature immediately. No delays, no forgotten follow-ups between approval and payment authorization.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Approved invoices sit waiting for someone to send them for signature. Payment gets delayed, cash flow suffers, and vendors get frustrated. Tracking invoice status is tedious.
- Invoices move from approved to signed in minutes
- Faster payment processing improves vendor relationships
- Reduces administrative overhead of invoice coordination
- All invoice signatures tracked in one place
Setup
Build it in a few focused steps.
- 1Connect Linear and Boldsign to Notis.
- 2Tell Notis: 'When an invoice issue status changes to approved, send it for signature to the approver listed in the issue.'
- 3Set trigger to 'Issue Updated' (status change detection).
- 4Select notification channel.
- 5Test by setting an invoice issue to approved status and watch it flow for signature automatically.
Questions about this workflow
Who are the invoice signers?
Specify approvers or signers in the issue or a custom field. Notis routes to them automatically based on your instruction.
Can I require multiple signatures on invoices?
Yes. Tell Notis which signers need to approve and it will route to all of them in sequence or parallel.
What if the invoice amount changes after approval?
Update the Linear issue and Notis can resend the updated invoice for re-signature.
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
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.