Turn New ClickUp Tasks Into Investor Pipeline Context
Start each task with the deal context your team needs.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
Get all opportunities
Pagination through opportunities in affinity yields basic info but excludes field data. for field data, use specified get endpoints. "export data from lists" permission needed.
Why this helps
New work often starts without a quick view of related opportunities, owners, or stages.
- See current opportunity coverage before acting
- Reduce manual pipeline lookups
- Keep task kickoff focused
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Affinity in Notis once.
- 2Create an automation and describe the snapshot you want in one instruction.
- 3Pick the ClickUp Task Created trigger.
- 4Choose where run reports should go.
- 5Test with one real task.
Questions about this workflow
Does this update Affinity opportunities?
No. It retrieves and summarizes Affinity opportunity data for the task report.
Can I limit the snapshot to a specific pipeline?
Yes. Name the relevant Affinity list or opportunity criteria in your instruction if available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Affinity. A trigger fires from one place; an action lands in another.
Clickup triggers
Affinity actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get a company s list entries
Summarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires "export data from lists" permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Returns metadata for all the lists on which the given company appears.
Folder Created
Triggers when a new Folder is created.
Get all companies
Affinity api allows paginated access to company info and custom fields. use `fieldids` or `fieldtypes` to specify data in a request. retrieve field ids/types via get `/v2/companies/fields`. export permission needed.
Folder Deleted
Triggers when a Folder is deleted.
Get all list entries on a list
Access and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via `fieldids` or `fieldtypes`. "export data from lists" permission is necessary.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Get all list entries on a saved view
Use the endpoint to access rows in a saved view with specific filters and selected fields from a web app. it doesn't maintain sort order, supports only sheet-type views, and requires export permissions.
List Created
Triggers when a new List is created.
Get all opportunities
Pagination through opportunities in affinity yields basic info but excludes field data. for field data, use specified get endpoints. "export data from lists" permission needed.
List Deleted
Triggers when a List is deleted.
Get all persons
The affinity api offers paginated access to person data using `fieldids` or `fieldtypes`. bulk extraction needs special permissions and supports multiple parameters.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Get a person s list entries
Summary: browse rows for a person in all lists, showing field data and entry metadata like creation time and author. requires "export data from lists" permission.
Connect any two apps with Notis in the middle.
Clickup and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinity.