See the templates ready for a new process
Give a new ClickUp process an immediate menu of signing templates.
Trigger
List Created
Triggers when a new List is created.
Action
List Templates
Tool to list templates. Use when fetching available templates with optional pagination.
Why this helps
New processes stall while teams search for the right agreement template.
- Speeds process setup
- Makes template choices visible
- Reduces repeated searching
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Documenso in Notis once.
- 2Create an automation that lists templates relevant to the newly created list and reports them.
- 3Pick ClickUp List Created as the trigger.
- 4Choose report delivery and test with one new list.
Questions about this workflow
Can the report be filtered by process?
Yes, if the list name or context provides a clear relevance rule.
Does this create a document?
No. It presents available templates so you can choose the next step.
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.
Create Embedding Presign Token V2 Beta
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documenso.