Turn a tracking request into a DocuSign field
When a team requests a consistent agreement tracking field, Notis can create it at the DocuSign account level for future envelopes.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Create account custom field
Creates a new custom field at the account level in docusign, making it available for all new envelopes associated with the account. this endpoint enables account administrators to define custom fields for enhanced envelope management and grouping. the created custom field can be of type 'text' or 'list', and can be set as required or optional. it's particularly useful for standardizing data collection across all envelopes within an account and can optionally be applied to existing templates.
Why this helps
A useful tracking requirement can remain trapped in an issue while teams continue recording the information inconsistently.
- Make approved tracking fields available for new envelopes.
- Convert a documented request into a concrete account setting.
- Reduce repeated requests to add the same agreement detail.
Setup
Build it in a few focused steps.
- 1Connect Linear and DocuSign to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Write a prompt that identifies approved issues requesting a new account-level text or list field.
- 4Choose Linear Issue Created as the trigger and select a channel for run reports.
- 5Test with an authorized field request and confirm the field is appropriate for the account.
Questions about this workflow
Will this add the field to every existing envelope?
The action creates an account-level custom field available for new envelopes; applying it to existing templates is optional.
Should this run for every issue?
The prompt should clearly describe which issues represent an approved field request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Docusign. A trigger fires from one place; an action lands in another.
Linear triggers
Docusign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contacts to contacts list
Adds multiple contacts to a user's contacts list in docusign. this endpoint allows for bulk addition of contacts with detailed information, including cloud provider details, phone numbers, email addresses, and notary-specific information. it's particularly useful for populating a user's address book efficiently or synchronizing contacts from external sources. the endpoint supports various contact types, including regular contacts, shared contacts, and signing groups. use this when you need to add or update multiple contacts simultaneously in a docusign account. note that while it can handle a variety of contact information, it does not provide functionality for removing or deactivating contacts.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Addemailoverridestoenvelope
Adds or modifies email override settings for a specific docusign envelope, allowing customization of the reply-to email address and name, as well as bcc email addresses for archiving purposes. this endpoint should be used when you need to change email settings for an individual envelope, overriding the account-level configurations. it's particularly useful for setting up specialized archiving or customizing the reply-to information for specific envelopes. note that these changes only affect email communications that occur after the addition is made, and the bcc feature is limited to users with appropriate permissions. for security reasons, additional signer authentication is recommended when using the bcc for email archive feature.
Comment Received Trigger
Triggered when a comment is received.
Add envelope attachments
Adds one or more envelope attachments to a draft or in-process envelope in docusign. this endpoint allows developers to include additional files with an envelope that are not converted to pdf and are only accessible through the api. it's useful for attaching supporting documents or metadata files that should not be part of the main signing process. the endpoint supports up to 12 attachments per envelope, with a maximum file size of 50 mb each. note that these attachments are not visible in the docusign web application and are intended for programmatic use only.
Issue Created Trigger
Triggered when a new issue is created.
Add existing brand to group
This endpoint adds one or more existing brands to a specified group in docusign. it allows users to associate multiple brands with a group, enabling customized branding for different groups within an account. the endpoint should be used when there's a need to update the brands associated with a particular group, such as when reorganizing branding strategies or expanding brand options for specific user groups. it's important to note that this endpoint only adds existing brands to a group and does not create new brands or modify brand details.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Addfiletoworkspace
This endpoint adds a file to a specific folder within a docusign workspace. it allows users to upload and organize files in their docusign account, enabling better document management and collaboration. the method should be used when integrating file upload functionality with docusign workspaces, such as when adding new documents to a project or sharing files with team members. it's important to note that this endpoint only handles the file addition process and does not provide functions for file modification or deletion.
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).
Add members to signing group
This endpoint adds one or more new members to a specified signing group within a docusign account. signing groups allow multiple users to act as potential signers for a document, where any member of the group can sign on behalf of the group. this tool should be used when you need to expand or update the membership of an existing signing group. the endpoint allows you to add up to 50 members to a signing group, which is the maximum limit. when adding members, you must provide their email addresses and usernames. it's important to note that docusign recommends separating signer recipients and non-signer recipients (such as carbon copy recipients) into different signing groups to maintain clarity in the signing process.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Add new users to a specified account
This endpoint adds new users to a specified docusign account, allowing bulk creation of up to 500 users in a single call. it's ideal for quickly setting up multiple users with customized permissions and settings. the endpoint requires at least a username and email for each user, but supports additional configuration options. it returns detailed information about created users, including ids and status.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Addorupdateaccountstamps
This endpoint allows you to add or update one or more account stamps in a docusign account. it provides a comprehensive way to manage signature and stamp settings, including image properties, user associations, and stamp-specific details. use this endpoint when you need to create new stamps or modify existing ones for an account. it's particularly useful for bulk operations on multiple stamps. note that this endpoint doesn't handle the actual process of signing documents, but rather manages the stamps available for use in the signing process.
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When this happens · Trigger
Do this · Action
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