Give every new task owner the right document context
Ownership changes are handoffs. Let Notis fetch the paperwork the next person needs to act.
Trigger
Task Assignee Updated
Triggers when an assignee is added to or removed from a task. `changes[]` carries `AssigneeAddChange` and/or `AssigneeRemoveChange` entries. A single event may bundle multiple adds and/or removes — for example when a workflow re-routes a task between two users in one operation.
Action
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Why this helps
New owners lose time finding documents that the previous owner already knew about.
- Shorten ownership handoffs
- Reduce repeated searching
- Help new owners start confidently
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Boloforms in Notis once.
- 2Create an automation named Assignee document handoff.
- 3Tell Notis to retrieve Boloforms documents relevant to the reassigned task and summarize the handoff context.
- 4Pick the ClickUp Task Assignee Updated trigger and choose a report channel.
- 5Test with one reassigned task.
Questions about this workflow
Can it handle multiple assignee changes in one event?
Yes. The trigger can bundle multiple assignee additions and removals.
Can it notify the new assignee directly?
Choose a report channel that reaches the relevant team, and describe the desired audience in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Boloforms. A trigger fires from one place; an action lands in another.
Clickup triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Folder Created
Triggers when a new Folder is created.
Folder Deleted
Triggers when a Folder is deleted.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
List Created
Triggers when a new List is created.
List Deleted
Triggers when a List is deleted.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Connect any two apps with Notis in the middle.
Clickup and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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