Refresh BoldSign brand details after folder changes
Keep the signing identity visible as contract work is reorganized.
Trigger
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Action
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Why this helps
Folder reorganizations can change ownership or context without updating the information people use for signing.
- Keep brand context accessible
- Support cleaner reorganizations
- Reduce repeated account lookups
Setup
Build it in a few focused steps.
- 1Connect ClickUp and BoldSign in Notis once.
- 2Create an automation that retrieves the relevant BoldSign brand details after a folder update.
- 3Pick ClickUp Folder Updated as the trigger.
- 4Choose a report channel.
- 5Test with one folder update and a supplied brand identifier.
Questions about this workflow
Where does the brand identifier come from?
Supply it in the task, folder context, or automation instruction.
Does this edit brand settings?
No. It retrieves brand details for review.
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.
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
Folder Created
Triggers when a new Folder is created.
Create Custom Field
Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
Folder Deleted
Triggers when a Folder is deleted.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
List Behalf Documents
Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
List Created
Triggers when a new List is created.
Edit Document (Beta)
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.
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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