Contractbook ClickUp

Move project tasks when envelopes are fully signed

When an envelope is signed in Contractbook, automatically move the corresponding project task in ClickUp to the next stage.

Try:

See all Contractbook + ClickUp integrations or talk to a human

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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.

Contractbook Explore Contractbook →

Triggers
Envelope sent

Fires when a document is sent for signature in Contractbook.

Envelope signed

Fires when all parties have signed a document in Contractbook.

Envelope declined

Fires when a signer declines to sign in Contractbook.

Envelope voided

Fires when a pending envelope in Contractbook is voided.

Actions
Send envelope for signature

Sends a document out for signature via Contractbook.

Void envelope

Voids a pending envelope in Contractbook.

Get envelope status

Checks a document's signing status in Contractbook.

Create template

Creates a reusable signing template in Contractbook.

ClickUp Explore ClickUp →

Triggers
New task created

Fires when a new task or card is created in ClickUp.

Task completed

Fires when a task in ClickUp is marked complete.

Due date approaching

Fires when a task's due date in ClickUp is coming up.

Comment added

Fires when a comment is added to a task in ClickUp.

Actions
Create task

Creates a new task in ClickUp.

Update task

Updates a task's status or assignee in ClickUp.

Add comment

Posts a comment on a task in ClickUp.

Move task

Moves a task in ClickUp to a different board or list.

Send envelopes for signature upon task completion When a contract review task is completed in ClickUp, automatically send an envelope for signature in Contractbook to the client. See details
Add task notes when document signature is declined When an envelope is declined in Contractbook, automatically add a comment to the task in ClickUp so the team can follow up. See details

See all Contractbook + ClickUp integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Move project tasks when envelopes are fully signed” between Contractbook and ClickUp?

Yes — describe it in the box above and Knit's Integrations Agent researches Contractbook 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 Contractbook?

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 Contractbook, you can automatically update task statuses or add explanatory comments in ClickUp.

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