Make campaign follow-up tasks easier to find
Bring campaign-related work into view with a consistent ClickUp tag.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add tag to task
Adds an existing tag to a task.
Why this helps
Campaign follow-up can blend into general tasks and become difficult to track.
- Make campaign work easier to filter in ClickUp.
- Connect CRM campaign context to execution tasks.
- Use an existing tag consistently.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and ClickUp once in the Notis portal.
- 2Create an automation for campaign follow-up tagging.
- 3In one instruction, specify the campaign context, how to identify related ClickUp tasks, and the existing tag to add.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real campaign task and verify the tag.
Questions about this workflow
Does this create a new tag?
No. This action adds an existing tag to a task. Ensure the requested tag already exists in ClickUp.
Can Notis infer which tasks are related?
It can use available CRM and task details. Describe reliable matching clues and ask it to report uncertain matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Clickup. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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