Keep Prospect Research Current as Tasks Evolve
Tasks change as new information arrives. Notis can refresh the prospect profile when a meaningful ClickUp update needs new context.
Trigger
Task Updated
Triggers when a task is updated. Fires for every kind of update on the task, including comments. If you only care about a specific property changing, prefer the dedicated trigger (`CLICKUP_TASK_STATUS_UPDATED`, etc.) — those are pre-filtered by ClickUp and produce less traffic. `changes[]` can carry any FieldChange variant (`StatusChange`, `PriorityChange`, `AssigneeAddChange`, `AssigneeRemoveChange`, `TagAddChange`, `TagRemoveChange`, `DueDateChange`, `TimeEstimateChange`, `TimeSpentChange`, `NameChange`, `ContentChange`, `CommentChange`, `CustomFieldChange`).
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
Research becomes stale while task details, plans, and ownership evolve.
- Keep research aligned with new task context
- Avoid unnecessary refreshes with a clear instruction
- Reduce manual profile checks
Setup
Build it in a few focused steps.
- 1Connect Clickup and Aeroleads in Notis once.
- 2Create an automation named Updated prospect refresh.
- 3Tell Notis which meaningful task updates should trigger a check, then confirm a valid public LinkedIn URL and retrieve detailed prospect information in Aeroleads.
- 4Pick the ClickUp Task Updated trigger.
- 5Choose a report channel and test with one representative task update.
Questions about this workflow
Does this fire for comments too?
ClickUp Task Updated can include many update types, including comments. State the update types you want Notis to process.
How do I avoid refreshing on every minor change?
Describe the meaningful change in your instruction and ask Notis to skip unrelated updates.
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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