Stop Manually Sending NDAs
A partner needs an NDA? Create an issue in Linear with the nda label. Notis sends it for signature instantly. No email, no back-and-forth.
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
NDA requests are repetitive work: create issue, grab the template, send to Boldsign, send to partner, wait for signature, remind if stalled. This task eats cognitive cycles without adding value.
- Partners start signing immediately upon request creation
- Eliminates the rote work of finding and sending NDA templates
- Every NDA gets tracked in Linear as the system of record
- Consistent NDA process across all partnerships
Setup
Build it in a few focused steps.
- 1Connect Linear and Boldsign to Notis via the portal.
- 2Tell Notis: 'When I create a Linear issue tagged with nda, automatically send our standard NDA to the partner listed in the issue for signature.'
- 3Select 'Issue Created' as your trigger.
- 4Choose a channel for run notifications.
- 5Test by creating an NDA issue with the partner's email and watch Notis send the document.
Questions about this workflow
Which NDA template does Notis use?
Specify it once in your automation setup. Notis will use that same template for every NDA request going forward.
Can I customize the NDA for different partner types?
Tell Notis to check the issue for labels like 'investor-nda', 'vendor-nda' and use the corresponding template.
What if the partner email is wrong?
Update the Linear issue and Notis can resend to the corrected email address.
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.