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Notis

Review contract dependencies after time tracking changes

Keep delivery signals connected to signed agreements.

Trigger

Task Time Tracked Updated

Triggers when a time-tracking interval is created, edited, or deleted on a task. Fires once per interval-change. Reads ClickUp's top-level `data.description` for the lifecycle action and `data.interval_id` for the correlation key — these are unique to time-tracking events and are present even on Deleted (where `history_items` is empty).

Action

List Documents

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

Why this helps

Unexpected effort is discovered in ClickUp while contract status remains unchecked.

  • Catch contract risks earlier
  • Connect effort to agreements
  • Reduce manual status checks

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and BoldSign in Notis once.
  • 2Create an automation that searches related BoldSign documents after a time tracking change.
  • 3Pick ClickUp Task Time Tracked Updated as the trigger.
  • 4Choose a report channel.
  • 5Test with a task that receives a real time entry update.

Questions about this workflow

Does this calculate billable amounts?

No. It reviews related BoldSign documents; any financial calculation must be supplied separately.

What if no document is found?

Notis can report that no matching BoldSign document was located.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Clickup triggers

Boldsign actions

Recurring trigger

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

TriggerScheduled

Get Brand Details

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

ActionInstant

Webhook trigger

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

TriggerInstant

List Brands

Tool to list all brands in the account. Use after confirming account is authenticated.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Create Custom Field

Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

Edit Custom Field

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

ActionInstant

Folder Updated

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

TriggerInstant

List Behalf Documents

Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

Edit Document (Beta)

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

Extend Document Expiry

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

ActionInstant

List Updated

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

TriggerInstant

List Documents

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Boldsign.