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Start a private agreement revision from a copy

Give a revision its own working document while preserving the existing agreement as a reference.

Trigger

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

Action

Duplicate Document V2

Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.

Why this helps

Revisions can become hard to track when edits begin on an existing document without a clear copy for the new work.

  • Creates a separate starting point for revision work.
  • Keeps the prior document available as a reference.
  • Connects revision preparation to private issue context.

Setup

Build it in a few focused steps.

  • 1Connect Linear and Documenso to Notis once in the portal.
  • 2Create an automation in the portal or ask Notis in any channel.
  • 3Describe in one instruction which new private issue should trigger duplication of the related document.
  • 4Select the Linear Private Team Issue Created trigger and choose a channel for run reports.
  • 5Test with a real revision issue and confirm the correct source document was duplicated.

Questions about this workflow

Will the copy preserve the original?

The action duplicates an existing document, creating a separate copy for the new work.

Will the copy go for signing?

No. Sending a document is a separate action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Linear to Documenso. A trigger fires from one place; an action lands in another.

Linear triggers

Documenso actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Embedding Presign Token V2 Beta

Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Document Fields

Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

Delete Template

Tool to delete a template by ID.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

Distribute Document V2

Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.

ActionInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

Download Signed Document

Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.

ActionInstant

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).

TriggerPolling

Duplicate Document V2

Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.

ActionInstant

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

Find Documents V2

Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.

ActionInstant

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

Get Template

Tool to fetch a template by ID.

ActionInstant

Connect any two apps with Notis in the middle.

Linear and Documenso, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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