Review Dock credentials after a task reassignment
Make every ownership handoff start with the right credential context.
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
Retrieve Credentials
Tool to retrieve a list of credential metadata. Use when you need to collect credential details with optional pagination or filtering after authentication.
Why this helps
A new owner may not know which credentials exist or which one supports the task.
- Improves handoff clarity
- Surfaces current credential metadata
- Cuts onboarding messages and searching
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Dock certs in Notis once.
- 2Create an automation that retrieves relevant Dock credential metadata after an ownership change.
- 3Pick ClickUp Task Assignee Updated as the trigger.
- 4Choose the handoff report channel.
- 5Test by reassigning one real task and reviewing the report.
Questions about this workflow
Can Notis notify both the old and new assignee?
Describe the desired recipients in the automation instruction and choose a report channel that reaches them.
How does it know which credentials matter?
Tell Notis to use the task title, description, comments, or identifiers present in the event context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Dock certs. A trigger fires from one place; an action lands in another.
Clickup triggers
Dock certs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create API Key
Tool to create an API key. Use when you need to generate a new API key with optional alias and IP allowlist.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Tool to create a webhook endpoint. Use when you need Dock.io to push event notifications to your service.
Folder Created
Triggers when a new Folder is created.
Delete API Key
Tool to delete a specific API key. Use after confirming the API key's ID via list_api_keys.
Folder Deleted
Triggers when a Folder is deleted.
Delete Credential
Tool to delete a verifiable credential. Use after confirming the credential is no longer needed.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Delete Tag
Tool to delete a specific tag. Use when you have a tag ID and want to permanently remove it.
List Created
Triggers when a new List is created.
Delete Webhook
Tool to delete a specific webhook. Use after confirming the webhook's ID via list_webhooks.
List Deleted
Triggers when a List is deleted.
Retrieve API Key
Tool to retrieve details of an API key. Tries single-key endpoint first, then falls back to listing and filtering.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Retrieve API Keys
Tool to list all API keys. Use when you need to retrieve all API keys for the authenticated account.
Connect any two apps with Notis in the middle.
Clickup and Dock certs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Dock certs.