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Move qualified client work to signature

When a Linear issue clearly signals a ready-to-sign client engagement, have Notis prepare the matching contract in Esignatures io.

Trigger

Issue Created Trigger

Triggered when a new issue is created.

Action

Create Contract

Tool to create a new contract using a specified template and signer details. use after selecting a template when you need to send a contract for signature.

Why this helps

Turning a sales handoff into a contract can get buried beneath project work and follow-up.

  • Start contract preparation from the issue that already holds the deal context.
  • Reduce copying details between tools during a busy handoff.
  • Keep the signing step connected to the original opportunity.

Setup

Build it in a few focused steps.

  • 1Connect Linear and Esignatures io to Notis once through the portal.
  • 2Create an automation in the portal or ask Notis to set it up conversationally.
  • 3In one plain-language instruction, say to create the appropriate client contract when a new Linear issue clearly marks a qualified engagement, using the issue context and an available template.
  • 4Select the Linear Issue Created trigger and choose a channel for run reports.
  • 5Test with one real qualified opportunity and review the prepared contract.

Questions about this workflow

Will every new issue create a contract?

No. Tell Notis in the prompt to act only when the issue clearly indicates a qualified engagement and the needed agreement context is present.

Do I need to configure field mappings?

No. Describe the desired outcome in one plain-language instruction; Notis interprets the available Linear context.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Linear to Esignatures io. A trigger fires from one place; an action lands in another.

Linear triggers

Esignatures io actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Contract

Tool to create a new contract using a specified template and signer details. use after selecting a template when you need to send a contract for signature.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Signer

Tool to create a new signer profile. use when you need to add a signer to an existing signature request.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

Create Template

Tool to create a new template. use when you want to register a reusable contract template after defining document elements.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

Delete Template

Tool to delete a specific template by its id. use when you need to remove an unused or outdated template after confirming its id.

ActionInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

Get Template

Tool to retrieve details of a specific template by its id. use when you need to fetch a template’s metadata after selecting its id.

ActionInstant

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).

TriggerPolling

List Templates

Tool to retrieve a list of all templates. use when you need to browse available templates before selecting one.

ActionInstant

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

Withdraw Contract

Tool to withdraw a contract by its id. use when you need to prevent further signing of a contract that hasn't been fully signed.

ActionInstant

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

Connect any two apps with Notis in the middle.

Linear and Esignatures io, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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