Sales Proposals Ready on Demand
Sales cycles are won or lost on speed. The moment you create a prospect issue, every proposal template and collateral is available to close faster.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Why this helps
A new sales lead comes in, you create an issue in Linear, but your proposal templates and pricing sheets are in Boloforms. By the time you find them, momentum is lost and the buyer is already talking to competitors.
- Proposal templates surface instantly when deals begin
- Faster deal closures with collateral ready upfront
- Consistent sales messaging across all proposals
- Reduces prep time between lead entry and first touchpoint
Setup
Build it in a few focused steps.
- 1Connect Linear and Boloforms to Notis via the portal.
- 2Tell Notis: 'When a new Linear issue is created with a sales, prospect, or deal label, retrieve all documents from Boloforms.'
- 3Configure notification delivery (Slack, email, or in-portal reply).
- 4Create a test prospect issue in Linear and confirm proposals and collateral appear.
Questions about this workflow
Can I retrieve different proposals based on deal size or industry?
Yes. Tell Notis which fields to look at in the issue (deal size, industry tag) and retrieve different document sets based on those criteria.
What if we update our proposal templates mid-quarter?
The automation always pulls the latest documents from Boloforms, so any updated templates will be included in future retrievals.
Can I automate proposal creation itself?
This automation retrieves templates for you to customize. Full proposal generation would require additional integrations, but having templates ready is the first step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Boloforms. A trigger fires from one place; an action lands in another.
Linear triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Comment Received Trigger
Triggered when a comment is received.
Issue Created Trigger
Triggered when a new issue is created.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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).
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Connect any two apps with Notis in the middle.
Linear and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boloforms.