Keep BoldSign documents aligned with ClickUp edits
Task changes can flow into the contract while the context is fresh.
Trigger
Task Updated
Triggers when a task is updated. Fires for every kind of update on the task, including comments. If you only care about a specific property changing, prefer the dedicated trigger (`CLICKUP_TASK_STATUS_UPDATED`, etc.) — those are pre-filtered by ClickUp and produce less traffic. `changes[]` can carry any FieldChange variant (`StatusChange`, `PriorityChange`, `AssigneeAddChange`, `AssigneeRemoveChange`, `TagAddChange`, `TagRemoveChange`, `DueDateChange`, `TimeEstimateChange`, `TimeSpentChange`, `NameChange`, `ContentChange`, `CommentChange`, `CustomFieldChange`).
Action
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Why this helps
Small task edits can leave a contract draft with outdated details.
- Reduce stale contract content
- Keep task and document context connected
- Catch changes before sending
Setup
Build it in a few focused steps.
- 1Connect ClickUp and BoldSign in Notis once.
- 2Create an automation that reviews task changes and updates the related BoldSign document when appropriate.
- 3Pick ClickUp Task Updated as the trigger.
- 4Choose where run reports go.
- 5Test with one task edit that clearly requests a document change.
Questions about this workflow
Will every task edit change the document?
Notis can determine whether the update contains an actionable contract change based on your instruction.
Can this update a sent document?
The action supports draft or sent documents within BoldSign's available behavior.
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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Folder Created
Triggers when a new Folder is created.
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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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