Find related agreements when a project begins
Give a new project an early view of the Documenso documents connected to its work.
Trigger
Project Created
Fires when a new Linear project is created. Covers projects in both public and private teams — polls with the connected user's token, so visibility matches what the connected user can see in Linear.
Action
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Why this helps
Teams can begin planning before discovering that a relevant agreement already exists elsewhere.
- Surfaces relevant documents near the start of project work.
- Reduces duplicated searches across tools.
- Helps the team notice existing agreements before creating new ones.
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 to find Documenso documents related to a newly created project using its available context.
- 4Select the Linear Project Created trigger and choose a channel for run reports.
- 5Test with one real project and check whether the documents found are relevant.
Questions about this workflow
Does this create or change documents?
No. It finds documents and provides a starting inventory.
What context helps the search?
Use project details such as the work name or agreement context in the plain-language instruction.
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
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Comment Received Trigger
Triggered when a comment is received.
Delete Template
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Issue Created Trigger
Triggered when a new issue is created.
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Issue Updated Trigger
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Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
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).
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.
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).
Get Template
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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