Check BoldSign status when effort changes
A changed estimate can trigger the contract check your plan needs.
Trigger
Task Time Estimate Updated
Triggers when a task's time estimate is set, changed, or cleared. `changes[]` carries `TimeEstimateChange` entries only; `before` and `after` are millisecond strings or `null`.
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
Schedule estimates change while signature blockers stay hidden in another system.
- Expose signing dependencies
- Support realistic planning
- Keep project timing informed
Setup
Build it in a few focused steps.
- 1Connect ClickUp and BoldSign in Notis once.
- 2Create an automation that finds related BoldSign documents and summarizes their status after an estimate change.
- 3Pick ClickUp Task Time Estimate Updated as the trigger.
- 4Choose where reports should go.
- 5Test with one task whose estimate is updated.
Questions about this workflow
Does it change the ClickUp estimate?
No. It uses the update as a cue to inspect BoldSign documents.
Can it find documents without a reference?
The task must contain enough information to identify the related document.
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.
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List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
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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