Bring prospect tasks into a focused review list
Keep the original prospect task while adding it to a ClickUp list built for a specific review stage.
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
A useful prospect task may be buried in its original list when a focused review queue would help.
- Surface an existing task in a focused list.
- Preserve one task across relevant work areas.
- Make review queues easier to scan.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and ClickUp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Ask Notis to add the identified existing prospect task to the additional review list.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one task and confirm tasks in multiple lists is enabled in the workspace.
Questions about this workflow
Does this duplicate the task?
It adds an existing task to another list. The workspace must have the tasks in multiple lists feature enabled.
Can it create the review list?
No. The destination list must already exist and be accessible.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Clickup. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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