Surface Documint templates when task tags change
Tags often reveal what kind of document a task needs. Notis can return your Documint template list when those tags change.
Trigger
Task Tag Updated
Triggers when a tag is added to or removed from a task. `changes[]` carries `TagAddChange` and/or `TagRemoveChange` entries. Adds use ClickUp's `field == "tag"`, removes use the undocumented `field == "tag_removed"`; both are normalised into the typed change classes.
Action
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Category changes require repeated template searches and create inconsistent document choices.
- Connect task categories to document options
- Reduce searching
- Standardize template selection
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Documint in Notis once.
- 2Create an automation that reads added or removed tags and lists the Documint templates relevant to the resulting category.
- 3Choose ClickUp Task Tag Updated as the trigger.
- 4Select where reports should go.
- 5Test it by adding or removing one task tag.
Questions about this workflow
Can removed tags trigger a different response?
Yes. Tell Notis how to handle tag removals separately from additions.
Does this modify templates?
No. It only lists templates for review.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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