Send the agreement when the work estimate is ready
Use a planning milestone to start the signing step.
Trigger
Task Time Estimate Updated
Triggers when a task's time estimate is set, changed, or cleared. `changes[]` carries `TimeEstimateChange` entries only; `before` and `after` are millisecond strings or `null`.
Action
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Why this helps
Agreements wait for a planning decision that already happened in ClickUp.
- Connects planning and signing
- Reduces forgotten sends
- Creates a clear readiness rule
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Documenso in Notis once.
- 2Create an automation defining which estimate change means the agreement is ready to send.
- 3Pick ClickUp Task Time Estimate Updated as the trigger.
- 4Choose a report channel and test with one qualifying estimate update.
Questions about this workflow
What if the estimate is cleared?
Define whether that should pause distribution or produce a review report.
How does Notis find the agreement?
Provide a document ID or a consistent reference in the task context.
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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Webhook trigger
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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.).
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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.
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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.
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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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