Make onboarding steps visible in ClickUp
When a contact reaches your onboarding milestone, give the existing ClickUp task a checklist built from your stated process.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create checklist
Why this helps
Onboarding steps are easy to skip when they live in someone's memory or a separate campaign record.
- Put a repeatable set of onboarding steps on the relevant task.
- Make progress easier to scan at a glance.
- Reduce reliance on remembering each handoff.
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 name it.
- 3In one instruction, ask Notis to add a named onboarding checklist to the referenced ClickUp task using your supplied steps.
- 4Pick the Notis webhook trigger and choose a report channel.
- 5Send one real onboarding event and confirm the checklist appears on the task.
Questions about this workflow
Does Notis invent the onboarding steps?
You should provide the steps in your instruction or in the webhook context. Notis can organize those steps into the checklist.
What does the webhook need to include?
It should include a task reference accessible to ClickUp and the onboarding context needed to identify the checklist.
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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