Keep document fields aligned with changing requirements
A requirement change in Linear can prompt a focused update to the fields on its referenced document.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Update Document Fields
Tool to update metadata of document fields. Use when you need to change labels or requirements of existing fields before sending.
Why this helps
Document preparation can drift from the latest requirement when field changes live only in an issue.
- Reduce rework from outdated document fields.
- Keep preparation changes connected to the issue that explains them.
- Make field updates easier to catch before sending.
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.
- 3Use a single prompt that updates only the explicitly described fields on the confirmed Docnify document before it is sent.
- 4Select the Linear issue-updated trigger and choose a report channel.
- 5Test with an approved document and verify the field changes.
Questions about this workflow
Does this create fields?
No. This action updates metadata for existing fields. Creating fields uses a different Docnify action.
Will it update a document already sent?
The prompt should specify the eligible document state and ask Notis to stop and report if that state is uncertain.
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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