Check credits before a reassigned lead task moves
Give the new owner a clear credit check before they launch more searches or enrichment.
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
Check Credits Balance
Tool to check the remaining credits balance for a BetterContact account. Use when you need to verify available credits before making API requests that consume credits.
Why this helps
Reassigned lead work can consume credits unexpectedly because nobody checks the account balance.
- Prevent surprise credit shortages
- Give new owners immediate context
- Make reassignment handoffs safer
Setup
Build it in a few focused steps.
- 1Connect ClickUp and BetterContact in Notis.
- 2Create an automation that checks the BetterContact balance and summarizes what it means for the task.
- 3Pick the ClickUp Task Assignee Updated trigger.
- 4Choose where run reports should go.
- 5Test it by reassigning one lead task.
Questions about this workflow
Does checking credits use credits?
No. The balance check is for planning and does not submit a search or enrichment request.
Can it notify both old and new owners?
Choose a shared report channel or tell Notis which audience should receive the handoff summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Bettercontact. A trigger fires from one place; an action lands in another.
Clickup triggers
Bettercontact actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Credits Balance
Tool to check the remaining credits balance for a BetterContact account. Use when you need to verify available credits before making API requests that consume credits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Lead Finder Search
Tool to create a new Lead Finder search to discover leads based on company and people criteria. Use when you need to find prospects matching specific job titles, departments, seniority, company size, industry, or technology stack.
Folder Created
Triggers when a new Folder is created.
Enrich Leads
Tool to create a lead enrichment request for work emails and direct phone numbers. Uses waterfall enrichment across multiple data providers for higher accuracy. Supports batches of 1-100 leads.
Folder Deleted
Triggers when a Folder is deleted.
Get Enrichment Results
Tool to retrieve enrichment results for a specific request ID. Use when you need to check the status and get enriched lead data including email addresses, contact information, and summary statistics for a submitted enrichment request.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Get Lead Finder Results
Tool to retrieve results from a submitted Lead Finder search. Returns comprehensive lead and company data including contact information, LinkedIn profiles, job titles, company details, and enrichment data.
List Created
Triggers when a new List is created.
List Deleted
Triggers when a List is deleted.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Connect any two apps with Notis in the middle.
Clickup and Bettercontact, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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