Turn chat plans into ClickUp checklists
When a message lays out the steps, add a checklist to the task that needs them and make the plan easier to follow.
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
Multi-step plans are hard to track when they remain as a paragraph in a chat.
- Turn a written plan into trackable steps.
- Keep execution details beside the related task.
- Make the next action easier to see at a glance.
Setup
Build it in a few focused steps.
- 1Connect 2chat and ClickUp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe that a clear multi-step plan should become a named checklist on the existing ClickUp task it concerns.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real plan tied to a known task and inspect the checklist.
Questions about this workflow
Can this create the parent task too?
This workflow creates a checklist within an existing task. Use a separate task-creation workflow when the plan has no matching task.
Will it turn every list in chat into a checklist?
Describe which plans should qualify and ask Notis to skip casual lists or messages that are not execution steps.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Clickup. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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