Give new task owners an immediate template inventory
Make handoffs easier with a current list of available templates.
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
Docmosis: List Templates
Tool to list all templates available in the environment. Use when you need to retrieve template names, optionally filtered by folder with pagination support.
Why this helps
New owners lose time searching for the correct document starting point.
- Speed up ownership handoffs
- Reduce duplicate template searches
- Keep work grounded in available files
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Docmosis in Notis once.
- 2Create an automation telling Notis to list Docmosis templates after an assignee change.
- 3Pick ClickUp Task Assignee Updated as the trigger.
- 4Choose where reports should go.
- 5Test by reassigning one task.
Questions about this workflow
Can the list be limited to a folder?
Yes. Ask Notis to use the relevant Docmosis folder when the task context supplies it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Docmosis. A trigger fires from one place; an action lands in another.
Clickup triggers
Docmosis actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Docmosis: Delete Image(s)
Tool to delete one or more stored images. Use when you need to remove images; ensure imageName(s) are valid before use.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Docmosis: Delete Template(s)
Tool to delete one or more templates from the environment. Use when you need to remove templates; multiple templates can be deleted in a single request.
Folder Created
Triggers when a new Folder is created.
Docmosis Environment Ready
Tool to verify environment readiness. Use when ensuring the environment is active and within quota before rendering documents.
Folder Deleted
Triggers when a Folder is deleted.
Docmosis Environment Summary
Tool to retrieve environment summary. Use when you need status, plan, and quota details of your Docmosis environment after authentication.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Docmosis: Get API Key
Tool to extract the Docmosis API access key from connection metadata. Use before other Docmosis API calls to retrieve the Bearer token from the Authorization header.
List Created
Triggers when a new List is created.
Get Batch Upload Status
Tool to check the status of a template batch upload job. Use when monitoring batch upload progress or checking if a batch upload has completed.
List Deleted
Triggers when a List is deleted.
Download Docmosis Images
Tool to download one or more images. Use when you need to retrieve stored image files by name. If multiple names provided, images are returned in a zip archive.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Get Docmosis Render Queue
Tool to get current render queue status and utilization. Use when monitoring queue capacity before scheduling rendering tasks.
Connect any two apps with Notis in the middle.
Clickup and Docmosis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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