Capture new customer contacts from ClickUp intake work
When a customer intake task includes an email and useful contact details, create the CRM contact while the information is at hand.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
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.
Why this helps
Contact details gathered during project intake can remain trapped in task descriptions and never reach the CRM.
- Reduce repeated entry of intake contact details.
- Get new customer contacts into the CRM sooner.
- Keep intake work connected to relationship management.
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, define which tasks are intake submissions and ask Notis to create a contact only when a valid email is present.
- 4Pick the ClickUp Task Created trigger and choose where run reports should go.
- 5Test with one real intake task and review the created contact.
Questions about this workflow
What information is required to create a contact?
An email address is required. Other details such as name, phone, organization, and tags are optional when available.
Should every new task create a contact?
No. Define the intake task pattern clearly and have Notis skip ordinary project tasks.
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.
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When this happens · Trigger
Do this · Action
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