Give prospect review a daily home in ClickUp
Start a regular lead review with a ClickUp task that gathers the Aeroleads data available to Notis.
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
A growing prospect list can sit untouched when there is no clear recurring moment to review it.
- Create a recurring point of focus for lead review.
- Keep the review action visible in ClickUp.
- Base the task on data available to the automation.
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 task summarizing available Aeroleads prospects for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example of the prospect data available to Notis.
Questions about this workflow
Does the schedule guarantee a fresh Aeroleads search?
No. It only runs on the schedule you choose. The instruction must rely on data that is actually available to Notis.
Can the task include a lead score?
Only if a score is included in the data supplied to the automation.
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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