Instant Execution Links for Closed Deals
Sales confirms the deal is won with a comment in Linear. Notis instantly creates an embedded execution link - the customer is ready to sign right now.
Trigger
Comment Received Trigger
Triggered when a comment is received.
Action
Create Embedded Request Link
Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.
Why this helps
Winning a deal triggers a scramble: update the issue, prepare the agreement, generate a signature link, send it to the customer. By the time they get the link, momentum has faded.
- Customers can sign immediately while enthusiasm is high
- No email delays or app-switching for deal closure
- Embedded links keep signing in-app for friction-free experience
- Deal completion happens in hours instead of days
Setup
Build it in a few focused steps.
- 1Connect Linear and Boldsign to Notis.
- 2Tell Notis: 'When someone comments deal-won on a Linear issue, create an embedded signature link for that customer to execute the agreement.'
- 3Select 'Comment Received' as trigger.
- 4Set notification channel.
- 5Test by commenting 'deal-won' on an issue and watch Notis generate the embedded link instantly.
Questions about this workflow
Which agreement does Notis use for the embedded link?
Specify your execution agreement template once, and Notis will use it for all deal-won links.
Can I customize terms based on deal size?
Yes. Use different comment phrases (deal-won-small, deal-won-large) and Notis will use the appropriate agreement.
Where does the embedded link appear?
Notis posts it as a comment on the issue so sales can copy it directly to the customer.
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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