Give document approvals a clear next step
Turn an approval request into a task the team can track, using the details that arrived with the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a task
Creates a new task in a ClickUp list, optionally as a subtask.
Why this helps
Approval work can sit between document production and project tracking without a visible next step.
- Make approval requests visible in ClickUp.
- Keep provided document and approver context together.
- Give the team a clear place to coordinate the next step.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and ClickUp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis to create a ClickUp task when an approval request arrives, including the supplied document and approver details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real approval request to test the workflow.
Questions about this workflow
Will this assign the task to the approver?
The listed task action can optionally assign a task, but the task requires a valid ClickUp user identifier. Include or configure that information as available.
Does the task indicate approval has happened?
No. This workflow tracks the incoming approval request. A later webhook would be needed to report an outcome.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Clickup. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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