Streamline Vendor Onboarding with Embedded Links
New vendor agreements create instant signature links - no email forwarding, no app-switching, just a smooth handoff from Linear to Boldsign.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
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
Vendor agreements require manual coordination: create the issue, upload the file, switch to Boldsign, send the link, switch back to Linear. Each step is a context break.
- Vendors get signature links instantly without email delays
- No context-switching between tools during vendor conversations
- Embedded links keep signers in-app for a frictionless experience
- Tracks all vendor agreements in Linear as the single source of truth
Setup
Build it in a few focused steps.
- 1Connect Linear and Boldsign to Notis (one-time setup in the portal).
- 2Tell Notis: 'When I create a new Linear issue with the vendor-agreement label, generate an embedded signature link for those vendors.'
- 3Choose 'Issue Created' as your trigger (fires when issues with that label appear).
- 4Pick a Notis channel to receive run updates.
- 5Create a test vendor agreement issue with the label and watch Notis generate the embedded link instantly.
Questions about this workflow
Where does the embedded link appear?
Notis posts the link as a comment on the Linear issue so your team sees it immediately alongside the agreement details.
Can I customize the link message?
Tell Notis exactly what tone or message you want included. It follows your plain-language instruction.
Do vendors need a Boldsign account?
No. The embedded link lets them sign without creating an account, keeping the friction minimal.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
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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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