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Notis

Keep Contact Follow Up Visible After Task Deletion

Deleting a task should not make an important relationship signal disappear.

Trigger

Task Deleted

Triggers when a task is deleted. ClickUp ships no history_items or actor info on deletes — the payload carries only the task_id and team_id.

Action

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.

Why this helps

Task deletion can remove the only visible reminder tied to a person or investor.

  • Preserve relationship awareness
  • Spot missing replacement work
  • Reduce dropped reminders

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Affinity in Notis once.
  • 2Create an automation describing the person follow-up check.
  • 3Pick the ClickUp Task Deleted trigger.
  • 4Choose where run reports should go.
  • 5Test with one deleted task event.

Questions about this workflow

Does the delete event include the task text?

ClickUp provides only task and team identifiers for this event, so include context elsewhere when needed.

Can it create a replacement task?

No. This workflow reports relevant Affinity person entries.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

Get a company s lists

Returns metadata for all the lists on which the given company appears.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

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.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

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.

ActionInstant

Folder Updated

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

TriggerInstant

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.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

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.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

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.

ActionInstant

List Updated

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

TriggerInstant

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.

ActionInstant

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

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