Rename a document when task status changes
Keep shared files understandable as work moves through stages.
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
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Why this helps
Document names become stale and create confusion about which version is current.
- Keep names current
- Reduce version confusion
- Improve file findability
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Docugenerate in Notis.
- 2Create an automation for stage based document renaming.
- 3Tell Notis to update the confirmed document metadata using the new task status.
- 4Pick ClickUp Task Status Updated as the trigger and choose a report channel.
- 5Test with one task and provide its confirmed document ID.
Questions about this workflow
Is a document ID required?
Yes. Provide or confirm the Docugenerate document ID before asking Notis to update it.
Does it change the file contents?
No. This action updates document metadata such as its name.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Folder Created
Triggers when a new Folder is created.
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Folder Deleted
Triggers when a Folder is deleted.
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Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
List Created
Triggers when a new List is created.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
List Deleted
Triggers when a List is deleted.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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
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