Check campaign credits when priority changes
Confirm sending capacity when outreach becomes urgent.
Trigger
Task Priority Updated
Triggers when a task's priority changes. `changes[]` carries `PriorityChange` entries only.
Action
Get Account Balance
Tool to retrieve email and SMS credit balance for the account. Use when you need to check available email and SMS credits.
Why this helps
High priority campaigns stall because available email or SMS credits were not checked.
- Catch credit constraints early
- Support fast decisions
- Reduce launch delays
Setup
Build it in a few focused steps.
- 1Connect ClickUp and ActiveTrail once.
- 2Create an automation asking Notis to retrieve the account balance when a task reaches the specified priority.
- 3Pick Task Priority Updated as the trigger.
- 4Choose reports and test one priority change.
Questions about this workflow
Does this purchase credits?
No. It only retrieves the current email and SMS credit balance.
When this happens · Trigger
Do this · Action
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.
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Webhook trigger
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Folder Created
Triggers when a new Folder is created.
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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.
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Triggers when a Folder is deleted.
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Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
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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.
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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.
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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.).
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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.
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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