Send the prepared document when the request is approved
Let a clear Linear request initiate signature delivery once the document and recipients are confirmed.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Send Document
Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
Why this helps
A prepared agreement can sit idle because sending it requires another context switch and a remembered follow-up.
- Reduce the gap between approval and signature delivery.
- Keep sending instructions attached to the requesting issue.
- Make handoff to signers more reliable.
Setup
Build it in a few focused steps.
- 1Connect Linear and Docnify to Notis once through the portal.
- 2Create the automation in the portal or ask Notis conversationally.
- 3In one prompt, instruct Notis to send only when the issue explicitly approves sending and identifies a confirmed, prepared document and its recipients.
- 4Choose the Linear issue-created trigger and a channel for run reports.
- 5Test with an approved document and verify its recipients before enabling routine use.
Questions about this workflow
Will a new issue always send a document?
No. The prompt must require explicit approval, a confirmed document, and prepared recipients before sending.
Can this send an unfinished document?
The prompt should require a prepared document and ask Notis to stop if its readiness or recipients are unclear.
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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