Make prospect research actionable in ClickUp
Keep the useful context beside the follow-up so you can pick it up later.
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 research often ends with a note but no specific next action.
- Turn a concrete prospect signal into a trackable task.
- Keep evidence and source links close to the follow-up.
- Make it easier to resume outreach after a context switch.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and ClickUp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe in one instruction how Notis should turn a supplied prospect signal into a concise ClickUp follow-up while retaining its source and avoiding unsupported claims.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real prospect research result and review the task before relying on it.
Questions about this workflow
Can this infer contact details that AgentQL did not return?
No. Ask Notis to use only the supplied research and flag missing details rather than guessing.
What makes a useful follow-up task?
A useful task names the prospect context, links to the evidence, and states one concrete next action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Clickup. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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