Capture the next action from a deal review
Send a review request and get the agreed next step into ClickUp while the context is fresh.
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
A decision made during a deal review can disappear into notes before anyone owns the follow-up.
- Capture a review outcome as assigned work
- Keep available deal context with the task
- Reduce lost follow-ups after pipeline discussions
Setup
Build it in a few focused steps.
- 1Connect Affinity and ClickUp once in the Notis portal.
- 2Create an automation and choose a webhook trigger.
- 3In one instruction, ask Notis to use the submitted deal context, check Affinity for relevant details, and create a ClickUp task for the stated next action.
- 4Select where run reports should go and copy the webhook URL for the system or person submitting review requests.
- 5Test by sending one real deal review request and checking the resulting task.
Questions about this workflow
Does Affinity send the webhook automatically?
Affinity trigger events are not available in this workflow package. The webhook starts when an HTTP request is sent to the Notis webhook URL.
What should the request include?
Include enough context to identify the deal and state the review decision or next action. Notis can add relevant details it can retrieve from Affinity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Clickup. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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