Move project tasks when envelopes are fully signed
When an envelope is signed in BoldSign, automatically move the corresponding project task in ClickUp to the next stage.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
BoldSign Explore BoldSign →
TriggersFires when a document is sent for signature in BoldSign.
Fires when all parties have signed a document in BoldSign.
Fires when a signer declines to sign in BoldSign.
Fires when a pending envelope in BoldSign is voided.
Sends a document out for signature via BoldSign.
Voids a pending envelope in BoldSign.
Checks a document's signing status in BoldSign.
Creates a reusable signing template in BoldSign.
ClickUp Explore ClickUp →
TriggersFires when a new task, job or item is created in ClickUp.
Fires when a task in ClickUp is marked complete.
Fires when a task's due date in ClickUp is coming up.
Fires when a task, job or project changes status in ClickUp.
Creates a new task, job or item in ClickUp.
Updates a task's status or assignee in ClickUp.
Posts a comment on a task in ClickUp.
Assigns a task in ClickUp to a team member.
More BoldSign + ClickUp workflows
Send envelopes for signature upon task completion
When a contract review task is completed in ClickUp, automatically send an envelope for signature in BoldSign to the client.
See details
Add task notes when document signature is declined
When an envelope is declined in BoldSign, automatically add a comment to the task in ClickUp so the team can follow up.
See details
See all BoldSign + ClickUp integrations → · Browse the full workflow library →
Common questions
Can Knit build “Move project tasks when envelopes are fully signed” between BoldSign and ClickUp?
Yes — describe it in the box above and Knit's Integrations Agent researches BoldSign and ClickUp's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why integrate ClickUp with BoldSign?
It ensures project workflows proceed smoothly without waiting on manual document dispatch, automatically linking contract status directly to project tasks.
Can signature events automatically update project tasks?
Yes, when an envelope is signed or declined in BoldSign, you can automatically update task statuses or add explanatory comments in ClickUp.