Skip to content
Notis

Create an evidence PDF for each status change

Put the decision context and supporting files together automatically.

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

Generate document with attachments

Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.

Why this helps

Status reviews require gathering task details and evidence from several places.

  • Centralize supporting evidence
  • Speed approval reviews
  • Create a consistent record

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Docugenerate in Notis.
  • 2Create an automation for status evidence PDFs.
  • 3Tell Notis to generate a PDF with the task summary and any supplied attachments.
  • 4Pick ClickUp Task Status Updated as the trigger and choose a report channel.
  • 5Test one status transition with representative files.

Questions about this workflow

Can it attach files automatically?

It can use attachments available to the automation or files you identify in the prompt.

Can it create a PDF for every status?

Yes, unless you specify a narrower instruction in the automation prompt.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Clickup to Docugenerate. A trigger fires from one place; an action lands in another.

Clickup triggers

Docugenerate actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Generate documents from template

Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.

ActionInstant

Webhook trigger

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

TriggerInstant

Generate documents as ZIP

Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Generate document with attachments

Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

Generate document with merge

Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.

ActionInstant

Folder Updated

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

TriggerInstant

Update Document

Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

Get or list templates

Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

Update Template

Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.

ActionInstant

List Updated

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

TriggerInstant

Connect any two apps with Notis in the middle.

Clickup and Docugenerate, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docugenerate.