Create a ClickUp task for every new Aeroleads prospect
Capture new prospects as actionable ClickUp tasks, so a promising lead does not get lost between research and follow-up.
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
Prospect details can be easy to lose when they live in a separate lead research tool from the team's task list.
- Keep prospect follow-up in the team's task workflow.
- Include only details present in the submitted lead data.
- Reduce manual copy and paste between tools.
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.
- 3In one instruction, ask Notis to create a ClickUp task from each submitted prospect and include the supplied lead details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real prospect submission.
Questions about this workflow
What starts this automation?
A request sent to its Notis webhook starts it. Aeroleads does not provide a trigger event in this setup.
Which prospect details will appear in the task?
Notis can use details included in the webhook submission. Do not expect unavailable fields to be filled in.
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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