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Notis

Reassign Apollo contacts from ClickUp assignee changes

Keep accountability consistent across your task and CRM systems.

Trigger

Task Assignee Updated

Triggers when an assignee is added to or removed from a task. `changes[]` carries `AssigneeAddChange` and/or `AssigneeRemoveChange` entries. A single event may bundle multiple adds and/or removes — for example when a workflow re-routes a task between two users in one operation.

Action

Update contact ownership

Updates the ownership of specified apollo contacts to a given apollo user, who must be part of the same team.

Why this helps

A handoff in ClickUp leaves Apollo ownership pointing to the old teammate.

  • Make handoffs visible
  • Keep owners accountable
  • Reduce routing mistakes

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Apollo in Notis once.
  • 2Create an automation describing how ClickUp assignees correspond to Apollo users.
  • 3Pick the ClickUp Task Assignee Updated trigger.
  • 4Choose where reports should be delivered.
  • 5Test one reassignment with a mapped teammate.

Questions about this workflow

What about multiple assignees?

Ask Notis to use the new primary owner or report multi-owner cases for review.

Does the Apollo user need to exist?

Yes. The target Apollo owner must be a valid teammate in the account.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Clickup to Apollo. A trigger fires from one place; an action lands in another.

Clickup triggers

Apollo actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Contacts to Sequence

Adds contacts to a specified apollo email sequence by initiating an asynchronous background job and returning its details.

ActionInstant

Webhook trigger

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

TriggerInstant

Bulk organization enrichment

Enriches data for up to 10 organizations simultaneously by providing a list of their base company domains (e.g., 'apollo.io', not 'www.apollo.io').

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Bulk people enrichment

Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

Bulk update account stage

Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.

ActionInstant

Folder Updated

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

TriggerInstant

Create an Apollo account

Creates a new account in apollo.io; a new record is created even if a similar account exists, and provided `owner id` or `account stage id` must be valid existing ids.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

Create Apollo contact

Creates a new contact in apollo.io; use `account id` to link to an organization and `contact stage id` for sales stage, noting that apollo does not perform automatic deduplication.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

Create Apollo deal

Creates a new sales opportunity (deal) in apollo.io; all provided ids (`owner id`, `account id`, `opportunity stage id`) must be valid existing apollo identifiers.

ActionInstant

List Updated

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

TriggerInstant

Create Apollo Task

Creates a distinct apollo.io task for each contact id in contact ids, assigning them to user id; this action is not for free plan users and repeated calls create duplicate tasks.

ActionInstant

Connect any two apps with Notis in the middle.

Clickup and Apollo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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