Find prospects from every new ClickUp task
Turn a new prospecting task into a ready to run BetterContact search before it gets buried.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
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.
Why this helps
Prospecting briefs sit in ClickUp while lead research waits for a separate manual session.
- Launch searches from the task context
- Reduce setup time for outbound research
- Keep prospecting work connected to execution
Setup
Build it in a few focused steps.
- 1Connect ClickUp and BetterContact in Notis.
- 2Create an automation and describe how task details should define a Lead Finder search.
- 3Pick the ClickUp Task Created trigger.
- 4Choose where run reports should go.
- 5Test it with one real prospecting task.
Questions about this workflow
What task information can Notis use?
Notis can interpret the task title, description, and available context to plan the search. State any required criteria in the task or instruction.
Does this enrich leads too?
No. This workflow creates the Lead Finder search. Use a separate enrichment workflow for returned leads.
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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