Move agreement documents with a Linear team handoff
Keep the agreement with the team now responsible for the private work.
Trigger
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Action
Move Document V2
Tool to move a document to a team. Use when transferring documents between personal and team accounts.
Why this helps
After ownership changes, a document can stay in the wrong Documenso account and become harder for the new owner to manage.
- Ties document location to a tracked ownership change.
- Reduces confusion about which team can manage the agreement.
- Keeps the handoff connected to its originating work.
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 conversationally.
- 3Write one instruction describing the private-team ownership update that should move the related document to the correct Documenso team.
- 4Select the Linear Private Team Issue Properties Updated trigger and choose a channel for run reports.
- 5Test with one real handoff and verify the document moved to the intended team.
Questions about this workflow
Does this change who can sign?
Moving a document changes its team location; it does not update recipients.
Can it move between personal and team accounts?
The action is for transferring documents between personal and team accounts.
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.
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Webhook trigger
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Issue Created Trigger
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Issue Updated Trigger
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Private Team Comment Created
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Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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Tool to fetch a template by ID.
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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