Connect Clickup to ActiveTrail
When something happens in Clickup, Notis takes the next step in ActiveTrail. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Clickup to ActiveTrail
Add new ClickUp task owners to an ActiveTrail group
When a ClickUp task is created, add the named contact to an ActiveTrail group so new work reaches the right audience.
Add newly assigned teammates to an ActiveTrail group
When ClickUp assignees change, add the newly assigned person to an ActiveTrail group for coordinated updates.
Create an ActiveTrail group for a new ClickUp status
When a task status changes, create a matching ActiveTrail group for a new campaign segment or operational stage.
Create an ActiveTrail mailing list for each ClickUp list
When a ClickUp list is created, create a corresponding ActiveTrail mailing list for organized outreach.
Capture contacts mentioned in ClickUp comments
When a ClickUp comment is posted, create or update the mentioned contact in an ActiveTrail group.
Add due date stakeholders to an ActiveTrail group
When a ClickUp due date changes, add the relevant stakeholder to an ActiveTrail group for timely coordination.
Remove ActiveTrail group members when ClickUp tags are removed
When a ClickUp tag is removed, delete the corresponding member from an ActiveTrail group when the tag represents eligibility.
Refresh ActiveTrail contacts from task updates
When a ClickUp task changes, update the related ActiveTrail group member with the latest contact details available.
Create an ActiveTrail contact from a new ClickUp task
When a task contains a new prospect or customer, create the contact in ActiveTrail for later grouping and outreach.
Supported Triggers and Actions
Notis builds workflows that link Clickup to ActiveTrail. A trigger fires from one place; an action lands in another.
Clickup triggers
ActiveTrail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Group Member
Tool to add a member to a group in ActiveTrail. Use when you need to add a contact to a specific group with their email and optional contact details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contact Growth
Tool to retrieve executive report on contact growth showing daily active and inactive contact growth. Use when you need to measure the increase in amount of contacts over a date range.
Folder Created
Triggers when a new Folder is created.
Create or Update Group Member
Tool to create or update a member in a group. Use when you need to add a new contact to a specific group or update an existing member's details. The API will not return errors if the address is already in the group.
Folder Deleted
Triggers when a Folder is deleted.
Create a New Group
Tool to create a new group in ActiveTrail. Use when you need to add a new group to organize and segment contacts.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Create Contact
Tool to create a new contact in ActiveTrail. Use when you need to add a new contact to the system. Note: Newly created contacts won't be linked to any group, making email/SMS delivery impossible until assigned to a group. Either email or sms must be provided.
List Created
Triggers when a new List is created.
Create Content Category
Tool to create a new content category in ActiveTrail account. Use when you need to add a new category for organizing campaigns and templates.
List Deleted
Triggers when a List is deleted.
Create New Mailing List
Tool to create a new mailing list in ActiveTrail. Use when you need to add a new mailing list to organize and manage contacts.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Create Order
Tool to create new orders in ActiveTrail commerce system. Use when you need to add order records with customer information, products, and transaction details. Accepts an array of order objects for batch creation.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Clickup and ActiveTrail
Connect any two apps with Notis in the middle.
Clickup and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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