Convert new ClickUp tasks into Agiled projects
Capture project intent at the moment it appears so important initiatives do not stay buried in a task list.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
Why this helps
New initiatives get lost when project setup depends on a separate manual handoff.
- Turns qualifying tasks into project records
- Preserves the task context for planning
- Reduces duplicate project setup
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Agiled in Notis once.
- 2Create an automation named ClickUp project intake.
- 3Tell Notis to create an Agiled project only when a new ClickUp task clearly represents a standalone initiative, using the task context.
- 4Pick ClickUp Task Created as the trigger and choose a report channel.
- 5Test with one real initiative task.
Questions about this workflow
Will every ClickUp task create a project?
No. Your instruction can tell Notis to create a project only for tasks that meet your definition of an initiative.
Can Notis summarize the task first?
Yes. Ask Notis to turn the task title, description, and available context into a concise Agiled project brief.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Agiled. A trigger fires from one place; an action lands in another.
Clickup triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
Folder Created
Triggers when a new Folder is created.
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
Folder Deleted
Triggers when a Folder is deleted.
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Get Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
List Created
Triggers when a new List is created.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
List Deleted
Triggers when a List is deleted.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Connect any two apps with Notis in the middle.
Clickup and Agiled, 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 Agiled.