Bring customer follow-ups into one ClickUp list
Create a focused review surface for customer work already in progress.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add task to list
Adds an existing task to an additional list.
Why this helps
Customer follow-up is hard to review when related tasks are spread across lists.
- Gather relevant existing work in a review list.
- Keep the original task available in its current list.
- Make customer follow-up easier to scan.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and ClickUp once in the Notis portal.
- 2Create an automation for organizing customer follow-up tasks.
- 3Tell Notis which customer tasks to add to an additional ClickUp list and how to avoid adding unrelated work.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one task and confirm the ClickUp workspace supports tasks in multiple lists.
Questions about this workflow
Does ClickUp need a setting for multiple lists?
Yes. The ClickUp tasks in multiple lists ClickApp must be enabled for this action.
Does this move the task out of its original list?
No. The action adds an existing task to an additional 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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