BoldSign + ClickUp
Send documents from template in BoldSign when tasks in ClickUp are updated
Experience streamlined project updates and document management using ClickUp and BoldSign. Upon any task change in ClickUp, a document from your chosen BoldSign template gets dispatched. This seamless workflow not only saves you time but also keeps your team notified about crucial task transitions. Utilize this automation for more efficient project management and quicker document distribution.
Experience streamlined project updates and document management using ClickUp and BoldSign. Upon any task change in ClickUp, a document from your chosen BoldSign template gets dispatched. This seamless workflow not only saves you time but also keeps your team notified about crucial task transitions. Utilize this automation for more efficient project management and quicker document distribution.
- When this happens...Task Changes
Triggers when a task changes.
- automatically do this!Send Document From Template
Create and send a document out for signature based on a BoldSign template.
- Free forever for core features
- 14 day trial for premium features & apps
