Turn an agreement request into a signer handoff
When the request includes a known document and signer, add the recipient without re-entering their details.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Why this helps
Copying signer details from an issue into a document workflow creates extra steps and opportunities for error.
- Reduce repeat entry for a clearly specified signer.
- Keep the signer request connected to its Linear context.
- Make the first step of a signing workflow easier to initiate.
Setup
Build it in a few focused steps.
- 1Connect Linear and Docnify to Notis once through the portal.
- 2Create an automation in the portal or ask Notis in plain language.
- 3Use one prompt to add a recipient only when a new issue explicitly provides the confirmed Docnify document and recipient details.
- 4Select the Linear issue-created trigger and choose a channel for run reports.
- 5Test with an approved real issue and verify the document and recipient details.
Questions about this workflow
Will it send the document automatically?
No. Adding a recipient does not send a document. Sending requires a separate action and should be explicitly requested.
What does the prompt need to identify?
It should provide a confirmed document ID and recipient details, and specify any needed signing order or authentication options.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Docnify. A trigger fires from one place; an action lands in another.
Linear triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
Comment Received Trigger
Triggered when a comment is received.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Issue Created Trigger
Triggered when a new issue is created.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
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).
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
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 the Docnify account.
Connect any two apps with Notis in the middle.
Linear and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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