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Notis

Sync ClickUp due dates with Affinda document expiry

Keep document retention timing aligned with the date your team manages in ClickUp.

Trigger

Task Due Date Updated

Triggers when a task's due date is set, changed, or cleared. `changes[]` carries `DueDateChange` entries only; `before` and `after` are millisecond-epoch strings or `null`.

Action

Update Document

Tool to update specific fields of a document. use when you need to rename, reassign, or adjust expiry and storage settings after document creation.

Why this helps

Due dates change in one system while document storage settings remain outdated elsewhere.

  • Keeps retention timing visible in ClickUp
  • Reduces stale expiry settings
  • Creates an auditable update report

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Affinda in Notis once.
  • 2Create an automation that finds the linked Affinda document and updates its expiry settings from the new due date.
  • 3Pick ClickUp Task Due Date Updated as the trigger.
  • 4Choose where reports should go.
  • 5Test with a task whose due date is changed.

Questions about this workflow

What if the due date is cleared?

Define whether Notis should clear the Affinda expiry or report the task for review.

Where should the document link be stored?

Use the task description, custom text, or comment location your team already uses and describe it to Notis.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Clickup to Affinda. A trigger fires from one place; an action lands in another.

Clickup triggers

Affinda actions

Recurring trigger

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

TriggerScheduled

Batch Update Annotations

Tool to update multiple annotations in one request. use when you need to modify parsed values or other fields across many annotations at once.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Collection

Tool to create a new collection. use after you have a valid workspace id and want to group documents by a specific extractor within that workspace.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Create Document

Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

Create Organization

Tool to create a new organization. use when you have a unique organization name and want to group resources under it.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

Create RESTHook Subscription

Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

Create Tag

Tool to create a new tag. use when you need to label documents in a specific workspace.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

Create Validation Result

Tool to create a validation result. use when recording validation outcomes for a document after parsing.

ActionInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

Create Workspace

Tool to create a new workspace. use when you need to programmatically create a workspace container within an organization.

ActionInstant

Connect any two apps with Notis in the middle.

Clickup and Affinda, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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