Track e-signature requests with ClickUp tasks
Make signature work visible by creating a task from each request delivered to your Notis webhook.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a task
Creates a new task in a ClickUp list, optionally as a subtask.
Why this helps
Signature requests can stall when nobody has a task reminding them to monitor the process.
- Give each incoming signature request an ownerable task.
- Include request details provided in the webhook.
- Keep follow-up work with the rest of the project.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and ClickUp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or ask Notis from any channel.
- 3In one instruction, ask Notis to create a ClickUp task for every incoming e-signature request with its supplied reference and context.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real signature request to test the workflow.
Questions about this workflow
Does the task confirm that a document was signed?
No. It records an incoming request. A later status update requires an external webhook that reports the signature outcome.
What if a signer or document reference is missing?
Notis can only include information provided with the webhook or separately supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Clickup. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Clickup actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add dependency
Adds a dependency that makes a task wait on or block another task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add guest to folder
Adds a guest to a folder with specified permissions.
Add guest to list
Shares a list with an existing guest and grants them specified permissions.
Add guest to task
Assigns a guest to a task with specified permissions.
Add tags from time entries
Associates tags with one or more time entries.
Add tag to task
Adds an existing tag to a task.
Add task link
Links two existing tasks.
Add task to list
Adds an existing task to an additional list.
Connect any two apps with Notis in the middle.
ActiveMerge and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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