Connect related document work in ClickUp
Link two existing tasks when a document request connects work across projects or stages.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add task link
Links two existing tasks.
Why this helps
Related document tasks can be difficult to trace when each sits in its own part of ClickUp.
- Make related work easier to navigate.
- Keep document task relationships visible in ClickUp.
- Avoid manually locating and linking the same tasks.
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 the desired result from any channel.
- 3Ask Notis to link the two existing ClickUp tasks named in an incoming related-document request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real request with two accessible task references to test the workflow.
Questions about this workflow
Does this create either task?
No. Both tasks must already exist and be accessible to the connected ClickUp account.
What does the webhook need to include?
It must identify the two tasks that should be linked and provide enough context for Notis to recognize their relationship.
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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