Keep pending signatures moving when ownership changes
Re-route the signing request when a task changes hands.
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
Redistribute Document V2
Tool to redistribute a document to its pending recipients. Use when you need to re-send or re-distribute a sent document to recipients. Ensure the document has pending recipients or specific recipients selected before calling.
Why this helps
A reassigned task can leave a pending agreement waiting on outdated follow-up.
- Prevents stalled requests
- Keeps ownership changes actionable
- Reduces manual resend work
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Documenso in Notis once.
- 2Create an automation describing when a reassignment should redistribute the pending document.
- 3Pick ClickUp Task Assignee Updated as the trigger.
- 4Choose a report channel and test with one reassigned task.
Questions about this workflow
Does redistribution work for already completed documents?
No. Use it for documents with pending recipients and have Notis report ineligible statuses.
Can one event include multiple assignee changes?
Yes. Tell Notis how to handle bundled additions and removals.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Documenso. A trigger fires from one place; an action lands in another.
Clickup triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
Folder Created
Triggers when a new Folder is created.
Delete Template
Tool to delete a template by ID.
Folder Deleted
Triggers when a Folder is deleted.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
List Created
Triggers when a new List is created.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
List Deleted
Triggers when a List is deleted.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
Clickup and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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