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Notis

Create ActiveTrail groups as ClickUp work moves stages

Make each operational stage ready for targeted communication.

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

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.

Why this helps

New workflow stages require manual list setup before anyone can communicate.

  • Stand up segments faster
  • Keep stages organized
  • Reduce setup friction

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and ActiveTrail in Notis.
  • 2Create an automation telling Notis to create a group named for the new status when appropriate.
  • 3Pick Task Status Updated as the trigger.
  • 4Choose report delivery and test one status transition.

Questions about this workflow

Does every status change create a group?

Tell Notis to create one only when the group does not already exist or when a defined status is reached.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

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.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

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.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

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.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

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.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

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.

ActionInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

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.

ActionInstant

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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