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Notis

Contracts Ready? Call Clients to Sign

Contract is ready, sitting in Linear, and the client is waiting. Your agent calls them the moment you mark it ready - no delays, no follow-up emails getting lost.

Trigger

Public Team Issue Properties Updated

Fires when properties on a *public-team* Linear issue change (status, assignee, priority, labels, etc.). For private teams (lock icon in Linear's sidebar) use `LINEAR_PRIVATE_TEAM_ISSUE_PROPERTIES_UPDATED`.

Action

Make a phone call from agent

Initiate calls

Why this helps

Contracts sit ready to sign for days because you forget to send a signing request, or emails get marked spam. Deals are delayed by weeks over a forgotten email.

  • Clients get signing requests via warm voice call, not spam-folder emails
  • Deals close days faster without email delays
  • You stay in Linear; your agent handles the call without manual outreach

Setup

Build it in a few focused steps.

  • 11. Connect Linear and Bolna to Notis.
  • 22. Create an automation: 'When a contract issue is marked ready-to-sign, call the client with signing details and a link to review.'
  • 33. Tell Notis to extract the client's phone number from the issue and include contract terms in the call script.
  • 44. Set the trigger to 'Issue properties updated' (status changed to ready-to-sign) and choose Slack.
  • 55. Test by moving a contract issue to ready-to-sign and verify your agent calls the client immediately.

Questions about this workflow

What if the client doesn't answer?

Notis can send a voicemail script or schedule a callback attempt for later. Tell Notis: 'Leave a voicemail and retry tomorrow' or 'Send an SMS with the signing link if they don't answer.'

Should the agent only call, or send a follow-up with the contract link?

The agent calls with verbal context. For written details, tell Notis: 'After the call, post the contract link in an email' for a full follow-up.

Can the agent confirm the client received the contract?

Yes. Tell Notis: 'Ask the client to confirm they received the contract and will review it.' Notis logs confirmation and updates the issue.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Linear to Bolna. A trigger fires from one place; an action lands in another.

Linear triggers

Bolna actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete agent by id

Delete an agent

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete batch by id

Delete a batch

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

Fetch all batches by agent id

List all batches for agent

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

Get all agents

List all agents

ActionInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

Get all phone numbers

List all phone numbers for your account

ActionInstant

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).

TriggerPolling

Get execution by id

Retrieve specific execution by `execution id`

ActionInstant

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

Make a phone call from agent

Initiate calls

ActionInstant

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

Retrieve agent by id

Retrieve an agent

ActionInstant

Connect any two apps with Notis in the middle.

Linear and Bolna, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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