Create a 2chat contact from every qualifying ClickUp task
Keep lead and client details moving from ClickUp into 2chat without manual re-entry.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
Create Contact
Tool to create a new contact in your 2chat account. use after gathering and verifying first name and at least one contact detail (email, phone, or address).
Why this helps
Contact details get buried in task descriptions and never reach the messaging system.
- Reduces duplicate data entry
- Captures contacts while context is fresh
- Reports missing details clearly
Setup
Build it in a few focused steps.
- 1Connect ClickUp and 2chat in Notis once.
- 2Create an automation named for new task contact capture.
- 3Tell Notis to create a 2chat contact when a new task contains a verified name and phone, email, or address.
- 4Pick the ClickUp Task Created trigger.
- 5Choose a report channel, then test with one real task.
Questions about this workflow
What if the task has no contact detail?
Notis reports the missing detail and does not create an incomplete contact.
Can this process several contacts in one task?
Ask Notis to review all clearly identified people and create only contacts with sufficient details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to 2chat. A trigger fires from one place; an action lands in another.
Clickup triggers
2chat actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Tool to create a new contact in your 2chat account. use after gathering and verifying first name and at least one contact detail (email, phone, or address).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get API Usage Info
Tool to retrieve current api usage and account information. use when you need to monitor your remaining quotas before sending more requests.
Folder Created
Triggers when a new Folder is created.
List Contacts
Tool to list all contacts in your 2chat account. use when you need to retrieve your contact list after confirming your account connection.
Folder Deleted
Triggers when a Folder is deleted.
List Webhook Subscriptions
Tool to list all configured webhook subscriptions. use when you need to audit or review your active whatsapp webhook subscriptions.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Test API Key
Tool to validate your api key and retrieve account info. use when confirming credentials before performing other operations.
List Created
Triggers when a new List is created.
List Deleted
Triggers when a List is deleted.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Connect any two apps with Notis in the middle.
Clickup and 2chat, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business 2chat.