Add a signer when a ClickUp tag is added
A simple tag can trigger the next signing step automatically.
Trigger
Task Tag Updated
Triggers when a tag is added to or removed from a task. `changes[]` carries `TagAddChange` and/or `TagRemoveChange` entries. Adds use ClickUp's `field == "tag"`, removes use the undocumented `field == "tag_removed"`; both are normalised into the typed change classes.
Action
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Why this helps
Teams often use tags to request action, but signer updates still happen manually.
- Turn agreed tags into action
- Standardize signer requests
- Keep document setup moving
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Docnify in Notis once.
- 2Create an automation describing the tag meaning and where to find the document and recipient details.
- 3Choose ClickUp Task Tag Updated as the trigger.
- 4Select a report channel and test with one approved tag.
Questions about this workflow
Can one tag represent a specific signer?
Yes. Define the tag meaning and signer source in the prompt.
What if the tag is removed?
Tell Notis whether removal should be ignored or reported for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Docnify. A trigger fires from one place; an action lands in another.
Clickup triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
Folder Created
Triggers when a new Folder is created.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Folder Deleted
Triggers when a Folder is deleted.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
List Created
Triggers when a new List is created.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
List Deleted
Triggers when a List is deleted.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Clickup and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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