Start project onboarding paperwork with the project
Make the agreement send part of the project kickoff routine instead of another item to remember.
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
Bulk send with template
Tool to create a BulkSendJob for templated signature requests. Use when you need to send up to 250 signature requests at once via one or more templates.
Why this helps
Client onboarding paperwork is easy to delay while a founder is busy setting up the rest of a new project.
- Starts onboarding paperwork from a defined project kickoff
- Uses a repeatable template-based send
- Keeps contract setup connected to project context
Setup
Build it in a few focused steps.
- 1Connect Linear and Dropbox Sign to Notis once through the portal.
- 2Describe sending the approved onboarding agreement template to the defined recipients when a project is created with its agreement plan ready.
- 3Select the Linear Project Created trigger.
- 4Choose a channel for run reports and test with a project that has approved recipients and template details.
Questions about this workflow
Will every new project send agreements?
The plain-language instruction should specify that the project must include an approved agreement plan and recipients.
Can the send cover several onboarding recipients?
The bulk templated action supports up to 250 signature requests in one job.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Dropbox sign. A trigger fires from one place; an action lands in another.
Linear triggers
Dropbox sign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Invite User to Team
Tool to invite a user to your Team. Use when you need to add a member by email or account ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Template
Tool to grant a specified account access to a template. Use when you need to share a template with another user after confirming template and account identifiers.
Comment Received Trigger
Triggered when a comment is received.
Bulk create embedded signature request with template
Tool to create a BulkSendJob for embedded templated signature requests. Use when you need to send up to 250 embedded signature requests at once via one or more templates for iFrame signing.
Issue Created Trigger
Triggered when a new issue is created.
Bulk send with template
Tool to create a BulkSendJob for templated signature requests. Use when you need to send up to 250 signature requests at once via one or more templates.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Cancel Signature Request
Cancels an incomplete signature request. Use when you need to cancel a pending signature request that has not been completed. The operation is asynchronous and not reversible - once canceled, the signature request cannot be restored.
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).
Create Dropbox Sign Account
Tool to create a new Dropbox Sign account associated with a specified email address. Use when you need to programmatically register new users in the Dropbox Sign platform.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create API App
Tool to create a new Dropbox Sign API App. Use when you need to register a new application for API integration. The app will have a client_id for authentication and can be configured with OAuth, callbacks, and white labeling.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Create Embedded Signature Request
Tool to create an embedded signature request for signing in an iFrame. Use when you need to initiate a signature request that will be signed within your application rather than via email links.
Connect any two apps with Notis in the middle.
Linear and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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