Find the right signing template from the work request
Turn a new agreement request into a quick search for the template you already use.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
List Templates
Tool to list templates in the Docnify account.
Why this helps
Finding the right template can become a separate task that gets lost among the original issue's details.
- Make recurring agreement requests easier to start.
- Keep the template search close to the issue that prompted it.
- Avoid relying on memory to recall which template is current.
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 to set it up in plain language.
- 3Prompt Notis to list Docnify templates relevant to a new issue that requests an agreement and report matching names.
- 4Choose the Linear issue-created trigger and a reporting channel.
- 5Test with a real issue that requests a recurring agreement.
Questions about this workflow
Will this create or send a document?
No. The selected Docnify action lists templates for review; it does not create a document.
Can it decide which template to use?
The prompt can ask Notis to identify relevant template names from the issue context, but a person should review the match before using one.
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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