Keep ClickUp campaign lists informed
Put the useful campaign context where the related work is organized.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create list comment
Adds a comment to a ClickUp list and assigns it to a user.
Why this helps
Campaign details are easy to miss when the work list and CRM records are separate.
- Keep campaign context near the relevant list.
- Reduce manual status summaries.
- Give list members a concise reference.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and ClickUp once in the Notis portal.
- 2Create an automation for campaign list updates.
- 3Tell Notis which campaign details to summarize and how to identify the matching ClickUp list.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real campaign and review the list comment.
Questions about this workflow
Can the comment be assigned to someone?
The action supports assigning the comment to a user, but the instruction should only request this when the correct user is clear and available.
What if there is no matching list?
Ask Notis to report the missing match rather than posting to an unrelated list.
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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