Move customer journeys forward when ClickUp work changes status
When a task reaches the status that signals a customer milestone, Notis can enroll the identified contact in an ActiveCampaign automation.
Trigger
Task Status Updated
Triggers when a task's status changes. `changes[]` carries `StatusChange` entries only — ClickUp pre-filters server-side by event type. Lower traffic than subscribing to `CLICKUP_TASK_UPDATED` and pattern-matching `StatusChange`.
Action
Add Contact to Automation
This tool adds an existing contact to a specific automation in activecampaign. it first looks up the contact by email address to get their id, then adds them to the specified automation using the /api/3/contactautomations endpoint.
Why this helps
A completed project milestone can go unnoticed by the marketing workflow that should follow it.
- Connect project milestones to customer communications.
- Reduce manual handoffs between delivery and marketing.
- Keep CRM journeys aligned with work progress.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and ActiveCampaign once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, describe which ClickUp status change should add the identified contact to which ActiveCampaign automation.
- 4Pick the ClickUp Task Status Updated trigger and choose where run reports should go.
- 5Test with one real task whose context identifies a contact and the intended milestone.
Questions about this workflow
Can Notis choose a different automation for each status?
Describe the intended status-to-automation decisions in your instruction and make sure the event context identifies the right contact and automation.
What if the status change does not identify a contact?
Notis should not enroll an unknown contact. Provide an email in task context or make the required lookup detail available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Active campaign. A trigger fires from one place; an action lands in another.
Clickup triggers
Active campaign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contact note
Add a note to a contact in activecampaign. the note will be associated with a contact as a subscriber type. the tool will first find the contact id using the provided email address and then create the note.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contact to Automation
This tool adds an existing contact to a specific automation in activecampaign. it first looks up the contact by email address to get their id, then adds them to the specified automation using the /api/3/contactautomations endpoint.
Folder Created
Triggers when a new Folder is created.
Add Secondary Contact to Deal
This tool adds a secondary contact to an existing deal in activecampaign. if the deal has no primary contact set, this contact will be set as primary if no role is specified. the tool requires the user to have permission to manage deals and expects parameters like contact id (required), deal id (required), and role id (optional).
Folder Deleted
Triggers when a Folder is deleted.
Create Account
This tool creates a new account in activecampaign. it represents a business or organization and allows programmatic account creation. the tool requires the account name and optionally accepts parameters such as account url, owner, and custom fields.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Create contact
Creates a new contact in activecampaign with the specified details. this action allows you to create a new contact with basic information like email, name, phone, organization details, and tags. the email address is the only required field, while all other fields are optional.
List Created
Triggers when a new List is created.
Create contact task
Create a task associated with a contact in activecampaign. this action allows you to create a new task that will be associated with a specific contact in your activecampaign account. the task can include details such as due date, title, description, and can be assigned to a specific user.
List Deleted
Triggers when a List is deleted.
Create Deal Pipeline
Creates a new deal pipeline in activecampaign. a deal pipeline is a visual representation of your sales process that helps organize and track deals through different stages. when you create a new pipeline, it automatically comes with three default stages: 'to contact,' 'in contact,' and 'follow up.'
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Create Deal Task Type
This tool creates a new deal task type in activecampaign. deal task types are used to categorize and organize tasks associated with deals, and they are an important feature for maintaining a structured task management system within the deals pipeline. this action complements the existing active campaign create deal task action by enabling the creation of custom task types that can be used when creating deal tasks.
Connect any two apps with Notis in the middle.
Clickup and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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