Skip to content
Notis

Keep prospect research with the ClickUp task

Add new research as a task comment so the person following up can find the context where they work.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create task comment

Adds a comment to a ClickUp task.

Why this helps

Useful prospect findings often get separated from the task that tracks the next action.

  • Keep updates alongside an existing task.
  • Preserve the supplied research context for the task owner.
  • Reduce switching between lead research and task management.

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 a comment with the submitted research to the relevant existing ClickUp prospect task.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real research submission and an accessible task.

Questions about this workflow

Does this create the ClickUp task too?

No. It adds a comment to an existing task that you identify in the instruction or submission.

What if the task cannot be identified?

Provide a reliable task identifier in the submitted data or instruction; otherwise the action cannot target the intended task.

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.

TriggerScheduled

Add dependency

Adds a dependency that makes a task wait on or block another task.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add guest to folder

Adds a guest to a folder with specified permissions.

ActionInstant

Add guest to list

Shares a list with an existing guest and grants them specified permissions.

ActionInstant

Add guest to task

Assigns a guest to a task with specified permissions.

ActionInstant

Add tags from time entries

Associates tags with one or more time entries.

ActionInstant

Add tag to task

Adds an existing tag to a task.

ActionInstant

Add task link

Links two existing tasks.

ActionInstant

Add task to list

Adds an existing task to an additional list.

ActionInstant

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.