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.

  1. When this happens...
    ClickUpClickUp
    Task Changes

    Triggers when a task changes.

    TriggerInstant
  2. automatically do this!
    BoldSignBoldSign
    Send Document From Template

    Create and send a document out for signature based on a BoldSign template.

    ActionWrite
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Supported triggers and actions

    • Reaction(s)

    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • Reaction(s)

    • WorkspaceRequired

    Trigger
    Instant
    Try It
boldsign logo
boldsign logo

About BoldSign

BoldSign is an electronic signature solution that lets you collect legally binding eSignatures online from any device.
Learn more

Related categories

  • Signatures
clickup logo
clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn more

Related categories

  • Project Management

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