Keep related company and contact tasks connected
Link the company research task to the contact task so the team can move between both pieces of prospect context.
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
Company and contact research can end up split across tasks that are difficult to find together.
- Connect related research in the task workspace.
- Make company and contact context easier to navigate.
- Avoid duplicating all information across tasks.
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 link the identified existing company and contact tasks when submitted data supports their relationship.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with two real, accessible tasks.
Questions about this workflow
Does this create either task?
No. It links two existing tasks.
How does it know the tasks are related?
The task identifiers and relationship must be present in the submission or clear in your instruction.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clickup.