Find the right agreement template for a new project
Start a project with a clearer view of the Documenso templates available for its contract 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
List Templates
Tool to list templates. Use when fetching available templates with optional pagination.
Why this helps
Choosing a starting document can become a separate search that delays the first useful step in a new project.
- Surfaces available starting points at project kickoff.
- Reduces time spent hunting through a separate tool.
- Keeps template discovery attached to the project 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 conversationally.
- 3Write one instruction to list Documenso templates relevant to a new contract project.
- 4Select the Linear Project Created trigger and choose a channel for run reports.
- 5Test with one real contract project and confirm the template list is useful.
Questions about this workflow
Does this create a document from a template?
No. It lists templates so the team can identify a starting point; creating a document is a separate action.
Can I narrow the template list?
Describe the project context or agreement type that should guide the lookup.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Comment Received Trigger
Triggered when a comment is received.
Delete Template
Tool to delete a template by ID.
Issue Created Trigger
Triggered when a new issue is created.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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.
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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