Find a starting template for private agreement work
Make a private agreement request easier to start with relevant templates surfaced from Docnify.
Trigger
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Action
List Templates
Tool to list templates in the Docnify account.
Why this helps
Internal or sensitive agreement requests may require extra context switching before work can begin.
- Make template discovery part of internal request intake.
- Keep sensitive workflow context in the intended reporting channel.
- Reduce the time spent searching for a repeat document.
Setup
Build it in a few focused steps.
- 1Connect Linear and Docnify to Notis once through the portal.
- 2Create an automation through the portal or by asking Notis conversationally.
- 3Prompt Notis to list relevant Docnify templates when a private-team issue describes an agreement need.
- 4Select the private-team issue-created trigger and a suitable report channel.
- 5Test with a real private issue and review the suggested template names.
Questions about this workflow
Will this create or share a template?
No. It lists templates for review; it does not create or send a document.
Can the automation handle a private team?
Yes, the selected trigger is specifically for new issues in a private Linear team.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docnify.