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Notis

Check document readiness at every ClickUp status change

Status changes are natural checkpoints. Use each one to refresh the paperwork view before the next handoff.

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

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

Tasks move stages while document follow up remains hidden in another system.

  • Add a document checkpoint to stage changes
  • Surface missing paperwork earlier
  • Make handoffs easier to review

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Boloforms in Notis once.
  • 2Create an automation named Status document readiness.
  • 3Tell Notis to retrieve Boloforms documents and summarize what appears relevant to the task's new status.
  • 4Pick the ClickUp Task Status Updated trigger and choose a report channel.
  • 5Test with one real status change.

Questions about this workflow

Can the prompt treat statuses differently?

Yes. Describe the review behavior for each status in the plain language instruction.

Does this update the ClickUp status?

No. It only retrieves and reports the Boloforms document list.

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.

TriggerScheduled

Get Documents List

Tool to retrieve a list of documents associated with the account. use when you need to list all documents.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

List Created

Triggers when a new List is created.

TriggerInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

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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