Make aging deals visible for review
Set the review criteria once, then use a scheduled run to surface available deal records that may need a check-in.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a task
Creates a new task in a ClickUp list, optionally as a subtask.
Why this helps
Deals can sit without a next step when no one has time to compare their status and age across records.
- Surface deals that meet your stated review criteria.
- Create one clear place to start the review.
- Use a repeatable cadence without manually searching records.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign 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 review available deal data against your supplied aging criteria and create a ClickUp task summarizing matches.
- 4Pick a recurring Notis schedule and choose a report destination.
- 5Review one real scheduled run and confirm the records and criteria are represented correctly.
Questions about this workflow
Does Notis know our definition of an aging deal?
Only if the relevant criteria are available in the data or included in your instruction. Supply the threshold your team uses.
What if the deal data does not include last activity?
Notis cannot infer missing history. Provide an accessible field or adjust the review to use information that is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Clickup. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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