Find BoldSign documents after a task is deleted
A deleted task should not erase contract awareness.
Trigger
Task Deleted
Triggers when a task is deleted. ClickUp ships no history_items or actor info on deletes — the payload carries only the task_id and team_id.
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
Task deletion removes a familiar reference while a related signature request may remain active.
- Catch active requests after deletion
- Preserve contract visibility
- Create a cleanup prompt
Setup
Build it in a few focused steps.
- 1Connect ClickUp and BoldSign in Notis once.
- 2Create an automation that searches BoldSign for documents related to the deleted task.
- 3Pick ClickUp Task Deleted as the trigger.
- 4Choose where reports should go.
- 5Test with a task deletion event and a known document reference.
Questions about this workflow
Does the event include the task title?
ClickUp supplies the task and team identifiers only, so additional matching context may be required.
Will it cancel a request?
No. It only searches and reports matching BoldSign documents.
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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