Integration

Connect ClickUp to BoldSign

When something happens in ClickUp, your agent does the next thing in BoldSign. Describe it in plain language and the automation is built, tested on every branch and kept running.

ClickUp6 triggersClickUp22 actionsBoldSign13 actions

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What do you want ClickUp and BoldSign to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with ClickUp and BoldSign

Triggers and actions 6 triggers · 35 actions

Trigger
New Comment on a Task
Triggers when a new Comment is added to a Task in ClickUp.
Trigger
New Folder
Triggers when new folders are created.
Trigger
New List
Triggers when new lists are created.
Trigger
New Task
Triggers when tasks are added.
Trigger
New Time Entry
Triggers when a new Time Entry is added using ClickUp Time tracking.
Trigger
Task Changes
Triggers when a task changes.
Action
Add Task Checklist
Add a checklist to a task
Action
Archive or Delete Task
Archive or delete ClickUp task
Action
Create Folder
Creates a new folder
Action
Create List
Creates a new list
Action
Create New Document
Create new document in the specific location
Action
Create New Document Page
Create new page in the specific document
Action
Create Space
A Space represents teams, departments, or groups, each with its own Lists, workflows, and settings.
Action
Create Subtask
Creates a new subtask
Action
Create Task
Creates a new task.
Action
Edit Document Page
Edit document page
Action
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Find Documents
Search for documents by location.
Action
Find Task by ID
Find an existing task by its ID.
Action
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Find User by Name or Email
Find an existing user by their name or their email.
Action
Post a Task Comment
Post a comment to a task
Action
Post Attachment
Post an attachment to a task.
Action
Send Chat Message to Channel
Post a message to a specific channel you choose.
Action
Send Direct Message
Send a direct message to a user or yourself.
Action
Time Tracked
Add time tracked to a task
Action
Update Task
Updates an existing task.
Action
Add contact
Adds a contact to BoldSign so it can be picked as a signer when creating documents. Returns the new contact's id and email address.
Action
Delete contact
Deletes a contact from your BoldSign organization by its contact ID.
Action
Delete document
Deletes a BoldSign document. By default the document moves to trash for 30 days; it can be removed permanently instead.
Action
Download document
Downloads the signed PDF of a BoldSign document and returns it as a file you can attach or upload in later steps.
Action
Get contact
Returns the details of a BoldSign contact — name, email, company, job title and phone number.
Action
Get document
Returns the properties of a BoldSign document — its status, title, signers and timestamps.
Action
List contacts
Returns the contacts in your BoldSign organization, optionally filtered by a search keyword.
Action
List documents
Returns the documents in your BoldSign account, with optional filters for status, sender, signer, labels and date range.
Action
List templates
Returns the reusable templates in your BoldSign account, with optional filters for type, creator, labels and brand.
Action
Revoke document
Revokes a BoldSign document that is still in the signing workflow, so signers can no longer open it. The reason you supply is shown to the signers.
Action
Send document
Sends a document out for signature in BoldSign: uploads the file, adds up to three signers with their signature fields, and returns the new document's id.
Action
Send document reminder
Emails a reminder to the signers who have not yet signed a BoldSign document. A manual reminder can be sent once a day.
Action
Update contact
Updates an existing BoldSign contact's name, email, phone number, job title and company.

Each app on its own

The other way round: BoldSign to ClickUp