Give New ClickUp Owners Instant Prospect Context
Reassignments should transfer context, not create another research task. Notis can enrich the prospect when ownership changes.
Trigger
Task Assignee Updated
Triggers when an assignee is added to or removed from a task. `changes[]` carries `AssigneeAddChange` and/or `AssigneeRemoveChange` entries. A single event may bundle multiple adds and/or removes — for example when a workflow re-routes a task between two users in one operation.
Action
Get Details From LinkedIn URL
Tool to retrieve detailed information about a prospect using their linkedin profile url. use after confirming you have a valid public linkedin url, to enrich lead profiles with additional details.
Why this helps
New owners often inherit a task without the background needed to act quickly.
- Improve handoffs between teammates
- Reduce duplicate prospect research
- Help new owners act with confidence
Setup
Build it in a few focused steps.
- 1Connect Clickup and Aeroleads in Notis once.
- 2Create an automation named Reassigned prospect context.
- 3Tell Notis to inspect the reassigned task, confirm its public LinkedIn URL, and retrieve detailed prospect information in Aeroleads for the new owner.
- 4Pick the ClickUp Task Assignee Updated trigger.
- 5Select a report destination and test with a task that is reassigned.
Questions about this workflow
Can it handle several assignees in one event?
Yes. The event can include multiple additions or removals, and the instruction can ask Notis to process the task once.
What if the task is reassigned without a profile URL?
Notis can report the missing URL and leave the task unchanged.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Aeroleads. A trigger fires from one place; an action lands in another.
Clickup triggers
Aeroleads actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Details From LinkedIn URL
Tool to retrieve detailed information about a prospect using their linkedin profile url. use after confirming you have a valid public linkedin url, to enrich lead profiles with additional details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Folder Created
Triggers when a new Folder is created.
Folder Deleted
Triggers when a Folder is deleted.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
List Created
Triggers when a new List is created.
List Deleted
Triggers when a List is deleted.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Connect any two apps with Notis in the middle.
Clickup and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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