Gather credential follow-up tasks for a regular review
Create one place to scan credential work that meets your review criteria, without losing its original task.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add task to list
Adds an existing task to an additional list.
Why this helps
A review can take too long when credential tasks are spread across multiple ClickUp lists.
- Collect existing tasks in a review destination
- Reduce list hopping during credential checks
- Keep tasks in their original list as well
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and ClickUp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the credential review list.
- 3Tell Notis which available Accredible records qualify, how to find the existing ClickUp tasks, and which additional list to add them to.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real task and confirm the workspace supports tasks in multiple lists.
Questions about this workflow
Will this move the task?
No. It adds the task to an additional list. ClickUp's tasks in multiple lists ClickApp must be enabled.
Can Notis use an overdue flag?
Only if the relevant due date or status is available in returned task data, or you supply the criteria in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Clickup. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Clickup actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add dependency
Adds a dependency that makes a task wait on or block another task.
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.
Add guest to list
Shares a list with an existing guest and grants them specified permissions.
Add guest to task
Assigns a guest to a task with specified permissions.
Add tags from time entries
Associates tags with one or more time entries.
Add tag to task
Adds an existing tag to a task.
Add task link
Links two existing tasks.
Add task to list
Adds an existing task to an additional list.
Connect any two apps with Notis in the middle.
Accredible certificates and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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