How to manage contracts in Linear

Integrations
July 22, 2024
5
min
You can keep on top of all your key tasks in Linear, but can you manage contracts? Spoiler, you can! 

But only when you integrate with a contract lifecycle management tool like Juro. Find out exactly how in this guide. 

What is Linear?

Linear is a project management tool designed to streamline software development processes. 

It offers a robust set of features for managing tasks, tracking bugs, and collaborating within development teams. Linear's intuitive interface and powerful workflow automation capabilities make it a favorite among engineering teams looking to improve productivity and efficiency. 

But how can you use thos orgnaiasation to help you with your contract management strategy

Can you manage contracts in Linear?

While Linear excels in project management and task tracking, it does not natively support comprehensive contract management features. 

However, by integrating Linear with Juro using Zapier, users can leverage Juro's contract management capabilities alongside Linear's project management tools, creating a seamless workflow for handling contracts within your development projects.

How to manage contracts in Linear and Juro via Zapier

Integrating Linear and Juro through Zapier allows you to automate various contract management tasks, ensuring that contract-related activities are efficiently managed within your project workflows. 

Here are some key Zaps and triggers that can be set up for different scenarios:

1. Automatically create a contract in Juro when a new issue is created in Linear

When a new issue is created in Linear, Zapier can automatically trigger the creation of a contract in Juro.  See it in action below:

For example, if you were briefed a freelancer for a job using Linear, a new contract for this job can be created in Juro, Zapier uses the relevant information to generate a contract in Juro. This ensures that all necessary documentation is initiated alongside the project tasks.

2. Create a comment in Linear when there is a change to an existing contract in Juro 

Additionally, if a contract in Juro is updated to a specific stage, such as "Negotiation," Zapier can trigger Linear to create or update a given issue based on the new deal information from the contract. This ensures that your linear tickets are always up-to-date with the latest deal data, check out the Zap below.

How to set up the integration

Setting up the integration between Linear and Juro via Zapier involves a few straightforward steps:

  1. Sign up for Zapier: If you don't already have an account, sign up for Zapier.

  2. Connect Linear and Juro accounts: In Zapier, navigate to the "My Apps" section and connect your Linear and Juro accounts.

  3. Create a new Zap: Click on "Make a Zap" to start creating a new Zap.

  4. Set up Trigger: Select Linear as the trigger app and choose the appropriate trigger event (e.g., "New Task").

  5. Set up action: Select Juro as the action app and choose the action you want to automate (e.g., "Create Contract").

  6. Configure details: Fill in the necessary details to complete the integration, such as mapping Linear task fields to Juro contract fields.

  7. Test and activate: Test the Zap to ensure it works as expected, then activate it to start automating your contract management process.

The benefits of automating contracts in Linear and Juro

Automating contract management in Linear and Juro offers several significant benefits:

  • Greater efficiency: Automating repetitive tasks saves time and reduces the risk of errors, allowing your team to focus on more critical activities.

  • Enhanced collaboration: By integrating Linear and Juro, teams can ensure that contract-related information is seamlessly shared and updated across platforms, improving communication and collaboration.

  • Improved compliance: Automated workflows help maintain compliance by ensuring that all necessary steps in the contract management process are consistently followed.

  • Real-time updates: With real-time syncing between Linear and Juro, all stakeholders have access to the latest contract information, facilitating quicker decision-making and response times. This can be make or break when you’re managing a complex project.

  • Scalability: Automated processes can easily scale with your organization, handling an increasing volume of contracts without additional manual effort.

By leveraging the power of Zapier to connect Linear and Juro, you can create a streamlined and efficient contract management workflow that enhances productivity and supports your project management needs.

How can you get started?

These Zaps automate key aspects of contract management, reducing manual work for busy legal and sales teams, and improving accuracy in the process. By integrating Linear with Juro through Zapier, businesses can streamline their operations and ensure that their contract management processes are in line with the planning and building of your product.

To find out more about Juro and how it can be integrated with 5000+ tools, including Linear, fill in the form below to book your personalized demo.

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