Make audit requirements actionable in ClickUp
Turn review requirements into a checklist attached to the work that will address them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create checklist
Creates a new checklist with a specified name within an existing task, which can be identified by its standard id or a custom task id (if `custom task ids` is true, `team id` is also required).
Why this helps
A compliance task can look simple while its required review steps remain buried in audit notes.
- Break a compliance task into visible steps.
- Keep the checklist attached to the task it supports.
- Make it easier to see what remains before review is complete.
Setup
Build it in a few focused steps.
- 1Connect 21risk and ClickUp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to create a checklist on the specified ClickUp task using the supplied audit requirements.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real audit review and an existing ClickUp task.
Questions about this workflow
Does the workflow invent audit requirements?
It should use the requirements supplied in the webhook request or returned by the connected 21risk context.
Can it attach the checklist to any task?
The specified task must exist and be accessible to the connected ClickUp account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Clickup. A trigger fires from one place; an action lands in another.
21risk triggers
Clickup actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add dependency
Adds a 'waiting on' or 'blocking' dependency to a task, requiring either `depends on` (task becomes waiting on) or `dependency of` (task becomes blocking), but not both; `team id` is required if `custom task ids` is true.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add guest to folder
Adds a guest to a folder with specified permissions; requires a clickup enterprise plan.
Add guest to list
Shares a clickup list with an existing guest user, granting them specified permissions; requires the workspace to be on the clickup enterprise plan.
Add guest to task
Assigns a guest to a task with specified permissions; requires clickup enterprise plan, and `team id` if `custom task ids` is true.
Add tags from time entries
Associates a list of specified tags with one or more time entries within a given team (workspace).
Add tag to task
Adds an existing tag to a specified task; team id is required if custom task ids is true.
Add task link
Links two existing and accessible clickup tasks, identified by `task id` (source) and `links to` (target).
Add task to list
Adds an existing task to an additional clickup list; the "tasks in multiple lists" clickapp must be enabled in the workspace for this.
Connect any two apps with Notis in the middle.
21risk and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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