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Notis

Put upcoming campaign renewals on your ClickUp list

Set a recurring check that turns supplied campaign renewal dates into clear ClickUp tasks for follow-up.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create a task

Creates a new task in a ClickUp list, optionally as a subtask.

Why this helps

Renewal dates can pass without action when nobody has a dedicated reminder in their task system.

  • Make upcoming renewals actionable
  • Keep renewal follow-up in the team's task system
  • Reduce reliance on remembering dates

Setup

Build it in a few focused steps.

  • 1Connect ActiveTrail and ClickUp once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis what renewal details and date window to check, and to create a task for each upcoming item it can identify.
  • 4Pick a Notis schedule trigger and choose where run reports should go.
  • 5Run one example with a known renewal and review the task created.

Questions about this workflow

Can Notis find renewal dates that are not provided?

No. The dates must be supplied in the instruction or available in the data provided to the automation.

How do I avoid repeated tasks?

Describe a reliable duplicate check in your instruction and provide enough identifying context. Review the first run to confirm the behavior.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveTrail to Clickup. A trigger fires from one place; an action lands in another.

ActiveTrail triggers

Clickup actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add dependency

Adds a dependency that makes a task wait on or block another task.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add guest to folder

Adds a guest to a folder with specified permissions.

ActionInstant

Add guest to list

Shares a list with an existing guest and grants them specified permissions.

ActionInstant

Add guest to task

Assigns a guest to a task with specified permissions.

ActionInstant

Add tags from time entries

Associates tags with one or more time entries.

ActionInstant

Add tag to task

Adds an existing tag to a task.

ActionInstant

Add task link

Links two existing tasks.

ActionInstant

Add task to list

Adds an existing task to an additional list.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveTrail and Clickup, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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