Create an embedded BoldSign request link from ClickUp
Turn a prepared task into a signing entry point for your product or portal.
Trigger
Task Updated
Triggers when a task is updated. Fires for every kind of update on the task, including comments. If you only care about a specific property changing, prefer the dedicated trigger (`CLICKUP_TASK_STATUS_UPDATED`, etc.) — those are pre-filtered by ClickUp and produce less traffic. `changes[]` can carry any FieldChange variant (`StatusChange`, `PriorityChange`, `AssigneeAddChange`, `AssigneeRemoveChange`, `TagAddChange`, `TagRemoveChange`, `DueDateChange`, `TimeEstimateChange`, `TimeSpentChange`, `NameChange`, `ContentChange`, `CommentChange`, `CustomFieldChange`).
Action
Create Embedded Request Link
Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.
Why this helps
Teams delay embedded signing because link creation sits outside the project workflow.
- Speed up embedded signing setup
- Keep preparation context together
- Give teams a reusable signing URL
Setup
Build it in a few focused steps.
- 1Connect ClickUp and BoldSign in Notis once.
- 2Create an automation that creates an embedded request link from the task's supplied title and signer details.
- 3Pick ClickUp Task Updated as the trigger.
- 4Choose a report channel.
- 5Test with one task containing complete embedded request information.
Questions about this workflow
Does this send the document immediately?
It creates an embedded request link; sending depends on the embedded flow and supplied details.
What information must the task include?
The task must provide the title, signers, and other details required by the BoldSign action.
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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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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