Send contracts when ClickUp marks them ready
A clear status change can start the next contract step automatically.
Trigger
Task Status Updated
Triggers when a task's status changes. `changes[]` carries `StatusChange` entries only — ClickUp pre-filters server-side by event type. Lower traffic than subscribing to `CLICKUP_TASK_UPDATED` and pattern-matching `StatusChange`.
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 forget to send approved contracts after moving them into a ready-to-sign status.
- Prevent approval-to-send gaps
- Use an existing team signal
- Make contract launches predictable
Setup
Build it in a few focused steps.
- 1Connect ClickUp and BoldSign in Notis once.
- 2Create an automation that sends the contract represented by a task when it reaches your signing status.
- 3Pick ClickUp Task Status Updated as the trigger.
- 4Choose a report channel.
- 5Test with one task moved into the signing status.
Questions about this workflow
Does Notis create a new status?
No. Use the status your ClickUp workspace already uses for signing readiness.
What happens if signer information is incomplete?
Notis can report the missing information instead of completing an unsupported send.
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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