List Documint templates for every new ClickUp task
A new task can require a document before you have time to hunt through template folders. Let Notis surface your Documint template library immediately.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
New work often stalls while someone searches for the correct document template.
- Surface available templates at task intake
- Reduce context switching
- Create a consistent starting point for documents
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Documint in Notis once.
- 2Create an automation and describe that each new task should prompt a Documint template list relevant to the task.
- 3Choose ClickUp Task Created as the trigger.
- 4Select where Notis should send run reports.
- 5Test it with one real ClickUp task.
Questions about this workflow
Does this create a document automatically?
No. It lists your available Documint templates so you can choose the next step.
Can Notis interpret the task details?
Yes. Tell Notis how to use the task name and description when presenting the template list.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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