Find BoldSign documents from a ClickUp comment
Ask in the task, and get the relevant document status back.
Trigger
Task Comment Posted
Triggers when a comment is added to a task. `changes[]` carries one `CommentChange` entry whose `comment` field is the typed `ClickupComment` object (id, text, user, reactions, etc.).
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
People search multiple systems just to answer a contract status question.
- Answer status questions faster
- Keep context in ClickUp
- Reduce repetitive searching
Setup
Build it in a few focused steps.
- 1Connect ClickUp and BoldSign in Notis once.
- 2Create an automation that searches BoldSign when a comment asks for a related document or status.
- 3Pick ClickUp Task Comment Posted as the trigger.
- 4Choose where reports should go.
- 5Test with a real comment containing a document name or identifier.
Questions about this workflow
What if several documents match?
Notis can return the matching candidates so you can choose the correct one.
Does this download the signed PDF?
No. This workflow searches documents; use a supported retrieval action when available.
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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Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
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Triggers when a new List is created.
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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.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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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