Give document tasks another useful home
Make an existing task visible in another list when a document handoff needs to show up in a second workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add task to list
Adds an existing task to an additional list.
Why this helps
Document work can belong to more than one workstream, but recreating tasks splits the history.
- Keep one task visible in another list.
- Preserve a shared task history across workstreams.
- Reduce duplicate task creation.
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 add the referenced existing ClickUp task to the additional list named in the request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real request with an accessible task and list to test the workflow.
Questions about this workflow
Does the ClickUp workspace need a feature enabled?
Yes. ClickUp's tasks in multiple lists ClickApp must be enabled in the workspace.
Does this duplicate the task?
No. It adds the existing task to an additional list.
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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