Update Documint template settings when work changes phase
Status changes often signal a new document phase. Let Notis update the matching Documint template settings when a task moves forward.
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 Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
Why this helps
Document templates stay out of sync with the process stage represented in ClickUp.
- Align templates with process stages
- Reduce manual template maintenance
- Keep operational documents consistent
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Documint in Notis once.
- 2Create an automation that interprets each status change and updates the specified Documint template settings accordingly.
- 3Choose ClickUp Task Status Updated as the trigger.
- 4Choose where Notis should send reports and exceptions.
- 5Test it with one task status transition and an existing template.
Questions about this workflow
Which template should be updated?
Include the template identifier or naming rule in your plain-language instruction.
Can status changes be ignored for some tasks?
Tell Notis which task or status conditions should produce no update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Documint. A trigger fires from one place; an action lands in another.
Clickup triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
Folder Created
Triggers when a new Folder is created.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Folder Deleted
Triggers when a Folder is deleted.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Update Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
List Created
Triggers when a new List is created.
List Deleted
Triggers when a List is deleted.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Connect any two apps with Notis in the middle.
Clickup and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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