Keep BoldSign drafts aligned with ClickUp ownership
Reassigning the task can prompt the document review that follows.
Trigger
Task Assignee Updated
Triggers when an assignee is added to or removed from a task. `changes[]` carries `AssigneeAddChange` and/or `AssigneeRemoveChange` entries. A single event may bundle multiple adds and/or removes — for example when a workflow re-routes a task between two users in one operation.
Action
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Why this helps
Ownership changes can leave draft contract settings or recipients out of date.
- Reduce stale draft details
- Make handoffs visible
- Catch changes before sending
Setup
Build it in a few focused steps.
- 1Connect ClickUp and BoldSign in Notis once.
- 2Create an automation that reviews and edits the related BoldSign draft after an assignee change.
- 3Pick ClickUp Task Assignee Updated as the trigger.
- 4Choose a report destination.
- 5Test with a task reassigned between two users.
Questions about this workflow
Does reassignment automatically change a signer?
Only if the task provides enough context and your instruction explicitly requests that edit.
Can this edit a document already sent?
The BoldSign edit action supports draft or sent documents within its available limits.
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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Triggers when a Folder is updated (renamed, content edited, etc.).
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List Created
Triggers when a new List is created.
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Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
List Deleted
Triggers when a List is deleted.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
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Triggers when a List is updated (renamed, content edited, etc.).
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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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