Start NDA preparation from a Linear issue
Capture the NDA need where the work lives and let Notis prepare the matching template-based document.
Trigger
Public Team Issue Created
Fires when a new issue is created in a Linear *public* team. For private teams (lock icon in Linear's sidebar) use `LINEAR_PRIVATE_TEAM_ISSUE_CREATED`.
Action
Use Template (v2-beta)
Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.
Why this helps
A request for an NDA can be easy to lose when document preparation becomes a separate, untracked task.
- Turns a documented NDA need into a clear preparation step.
- Reduces tool switching at the start of the process.
- Keeps agreement work linked to its requesting issue.
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 a channel.
- 3Use one instruction to create a Documenso document from the appropriate NDA template when an issue indicates that need.
- 4Select the Linear Issue Created trigger for the public team and choose a channel for run reports.
- 5Test with one real NDA issue and review the created document before use.
Questions about this workflow
Will the NDA be sent automatically?
This action creates the document from a template. Sending it requires a separate distribution action.
Can private-team issues use this same trigger?
Use the private-team issue trigger if the NDA issue is in a private Linear team.
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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