Turn client agreement tasks into signature requests
Keep agreement follow-through attached to the Linear task where the client work began.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Create Document
Tool to create a new document for signature. use after finalizing document details and signer list.
Why this helps
Agreement requests get separated from project work, so founders must remember which client details still need a signature.
- Starts an agreement from an existing client task.
- Keeps the request and its signature work in the same workflow.
- Reduces the need to recreate context in a separate tool.
Setup
Build it in a few focused steps.
- 1Connect Linear and Eversign to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally to prepare client agreements from Linear issues.
- 3Write one plain-language instruction to create an Eversign document only when the issue contains confirmed terms and signer details; require review before sending.
- 4Choose the Linear Issue Created trigger and a channel for run reports.
- 5Test with one real agreement issue and confirm the document details before sending.
Questions about this workflow
Does this automation decide the legal terms?
No. The prompt should use only confirmed terms in the issue and route missing or uncertain details for review.
Can Notis send the agreement immediately?
The instruction can require review before sending so you can check the agreement and signer details first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Eversign. A trigger fires from one place; an action lands in another.
Linear triggers
Eversign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Document Audit Log
Tool to retrieve the audit log for a document. use after obtaining the document hash to view its full event history.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a new document for signature. use after finalizing document details and signer list.
Comment Received Trigger
Triggered when a comment is received.
Create Template
Tool to create a new template. use when you need to programmatically set up reusable document templates after confirming your business settings.
Issue Created Trigger
Triggered when a new issue is created.
Delete Document or Template
Tool to delete a document or template by its hash. use when you need to permanently remove a document or template.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get Bulk Jobs List
Tool to retrieve a list of bulk jobs for a business. use when you need to view or paginate existing bulk jobs.
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).
List Businesses
Tool to retrieve a list of businesses associated with your account. use when you need to fetch all businesses available to the authenticated user.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
List Documents
Tool to list documents for a business. use when you need to retrieve documents with optional filters after setting business id in query params.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
List Templates
Tool to list templates for a business with optional pagination. use when you need to retrieve a paginated list of templates.
Connect any two apps with Notis in the middle.
Linear and Eversign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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