Review researched companies in ClickUp before outreach
Give company research a clear review step so your team can decide whether a prospect is worth pursuing.
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
Research can be mistaken for a decision, leading teams to pursue companies that have not been checked against their priorities.
- Create a deliberate human review step.
- Keep the supplied company context with the decision.
- Avoid treating research data as automatic approval to contact.
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 create a ClickUp review task from submitted company research and summarize the evidence supplied.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real company research submission.
Questions about this workflow
Does this workflow qualify a company automatically?
It creates a review task. A person can make the qualification decision using the supplied evidence.
Can it use my ideal customer profile?
Yes, if you include the criteria in the instruction or provide them in the submitted data.
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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