Make qualified prospect tasks easier to spot
Add a consistent existing tag to tasks for prospects that meet the criteria your team has defined.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add tag to task
Adds an existing tag to a task.
Why this helps
Qualified leads can be hard to scan when task lists do not distinguish them consistently.
- Make qualified tasks easier to find.
- Apply the team's stated criteria consistently.
- Keep the review result visible in ClickUp.
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 an existing ClickUp tag to the prospect task only when submitted details meet your stated qualification criteria.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one qualifying example and one that does not qualify.
Questions about this workflow
Does this create the tag?
No. The action adds an existing tag, so the tag must already be available in ClickUp.
Can it qualify a prospect without criteria?
No. Provide criteria in the instruction or submitted data so Notis has a basis for the decision.
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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