Instant Document Visibility After Legal Review
Your legal team marks a contract reviewed. Notis instantly shows you every related document - amendments, prior versions, related agreements - in one place.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
List Team Documents
Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.
Why this helps
After legal review, you have no quick way to see all related documents. Searching Boldsign manually, hunting for file versions, checking email. Information is fragmented across tools.
- See all related documents in one list instantly
- Reduce manual searching across Boldsign and file systems
- Legal reviews are complete and thorough without extra work
- All contract relationships stay visible in Linear context
Setup
Build it in a few focused steps.
- 1Connect Linear and Boldsign to Notis.
- 2Tell Notis: 'When a Linear issue status changes to legal-approved, list all team documents related to this contract in Boldsign.'
- 3Set trigger to 'Issue Updated' (status change detection).
- 4Choose your notification channel.
- 5Test by moving a contract issue to legal-approved and watch Notis return the related documents list.
Questions about this workflow
How does Notis know which documents are related?
Notis uses document metadata, issue references, and custom fields to identify related agreements, amendments, and prior versions.
Can I filter the list by document type?
Yes. Ask Notis to show only amendments, or only vendor docs, or any other filter in your automation instruction.
What if there are no related documents?
Notis will report that cleanly so you know the document stands alone.
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
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