Use a ClickUp tag to send for signature
One clear tag can remove a whole manual handoff.
Trigger
Task Tag Updated
Triggers when a tag is added to or removed from a task. `changes[]` carries `TagAddChange` and/or `TagRemoveChange` entries. Adds use ClickUp's `field == "tag"`, removes use the undocumented `field == "tag_removed"`; both are normalised into the typed change classes.
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Teams rely on memory to notice which prepared contracts are ready to send.
- Create a simple launch signal
- Reduce missed sends
- Keep the workflow easy to scan
Setup
Build it in a few focused steps.
- 1Connect ClickUp and BoldSign in Notis once.
- 2Create an automation that sends the related contract when your chosen signing tag is added.
- 3Pick ClickUp Task Tag Updated as the trigger.
- 4Choose where run reports go.
- 5Test by adding the tag to one prepared contract task.
Questions about this workflow
Does Notis create the tag?
No. Add and maintain the tag in ClickUp.
Can the tag be removed after sending?
This workflow sends on the add event; any cleanup must be requested separately.
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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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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