Carry ClickUp follow-up dates into AgencyZoom
Put a dated client follow-up into AgencyZoom when ClickUp receives or changes its due date.
Trigger
Task Due Date Updated
Triggers when a task's due date is set, changed, or cleared. `changes[]` carries `DueDateChange` entries only; `before` and `after` are millisecond-epoch strings or `null`.
Action
Create task post endpoint
Creates a new task in agencyzoom; ensure `assigneeid`, `customerid`, or `leadid` are valid existing entities if provided, and use `contactemail`, `customerid`, or `leadid` to link the task to a contact.
Why this helps
A due date in a planning task does not help the agency team if the corresponding reminder is missing from AgencyZoom.
- Bring dated follow-ups into the agency workflow.
- Keep the reminder purpose attached to the task.
- Skip cleared due dates and unidentified contacts.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and AgencyZoom once in Notis.
- 2Create an automation in Notis and give it a clear name.
- 3Tell Notis to create an AgencyZoom reminder task when a ClickUp due date is set or changed, only if the task identifies the contact and follow-up purpose.
- 4Choose ClickUp Task Due Date Updated as the trigger and select where run reports should go.
- 5Test with one real dated task linked to an existing AgencyZoom contact.
Questions about this workflow
What happens when the due date is cleared?
A cleared date should not create a reminder. If you need an existing AgencyZoom task changed or removed, this action does not support that.
Can this guarantee the exact reminder date is supported?
The action description does not specify task date fields. Confirm the available task request supports the needed date before relying on date transfer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Agencyzoom. A trigger fires from one place; an action lands in another.
Clickup triggers
Agencyzoom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate for JWT via V4 SSO
Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
Folder Created
Triggers when a new Folder is created.
Batch create leads
Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.
Folder Deleted
Triggers when a Folder is deleted.
Batch delete tasks
Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Change lead status
Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
List Created
Triggers when a new List is created.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
List Deleted
Triggers when a List is deleted.
Create a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Create a driver for an opportunity
Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.
Connect any two apps with Notis in the middle.
Clickup and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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