Skip to content
Docs & Notes

When a new task is created in ClickUp, list templates in Documint

Each new ClickUp task prompts FlowMattic to pull the available templates from Documint, so the right document template is always on hand when work kicks off.

ClickUpClickUp DocumintDocumint
~5 min setup used by 1.6k sites

Free · import into FlowMattic in one click

How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

ClickUp → Documint
2 steps
ClickUp
TRIGGER
ClickUp · Task Created
The workflow starts automatically when triggered when a new task is created in ClickUp. FlowMattic captures that data for the steps below.
Documint
ACTION
Documint · List Templates
Documint — retrieve a list of all templates in Documint. Data is mapped from earlier steps; connect your Documint account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

Ready to automate your WordPress site?

Download this workflow free, or grab FlowMattic and own every automation on your site — no per-task fees, ever.