Surface the right Documint templates after task updates
Task updates can change the document you need. Notis can return the relevant Documint templates whenever the task is edited.
Trigger
Task Updated
Triggers when a task is updated. Fires for every kind of update on the task, including comments. If you only care about a specific property changing, prefer the dedicated trigger (`CLICKUP_TASK_STATUS_UPDATED`, etc.) — those are pre-filtered by ClickUp and produce less traffic. `changes[]` can carry any FieldChange variant (`StatusChange`, `PriorityChange`, `AssigneeAddChange`, `AssigneeRemoveChange`, `TagAddChange`, `TagRemoveChange`, `DueDateChange`, `TimeEstimateChange`, `TimeSpentChange`, `NameChange`, `ContentChange`, `CommentChange`, `CustomFieldChange`).
Action
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Small task changes often leave teams using an outdated document template.
- Keep template choices current
- Reduce rework from stale context
- Make updates easier to act on
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Documint in Notis once.
- 2Create an automation that reviews each task update and lists the Documint templates that fit the new context.
- 3Choose ClickUp Task Updated as the trigger.
- 4Select the report destination.
- 5Test it with one real task edit.
Questions about this workflow
Should I use a dedicated trigger instead?
If you only care about status, priority, or another supported change, use that dedicated ClickUp trigger for less noise.
Can this workflow handle comments too?
Yes, though a dedicated comment trigger may be more focused for comment-only requests.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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