Make stored files easier to review
Send a file reference into Notis and create a ClickUp task that gives the review a place to happen.
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
Stored files may be available but still lack a clear review owner or next action.
- Turn file references into actionable review work.
- Keep the supplied file context with the task.
- Reduce the chance that stored files go unreviewed.
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 describe it to Notis from any channel.
- 3Ask Notis to create a ClickUp task when a stored-file request arrives, including the reference and review context provided.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real stored-file reference to test the workflow.
Questions about this workflow
Will ClickUp receive the file itself?
This workflow creates a review task. Uploading a file requires the file to be available to the automation and a separate attachment action.
Can the task include a file link?
It can include a link if that link is included in the webhook request.
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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