Pair new ClickUp Lists with Bolna batches
A new List can immediately reveal the batches available for its campaign plan.
Trigger
List Created
Triggers when a new List is created.
Action
Fetch all batches by agent id
List all batches for agent
Why this helps
Campaign setup starts with an incomplete view of existing calling batches.
- Start campaign planning with current data
- Reduce duplicate batch creation
- Improve launch visibility
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Bolna in Notis once.
- 2Create an automation describing which agent's batches to list and how to summarize them.
- 3Pick the ClickUp List Created trigger.
- 4Choose where run reports should be delivered.
- 5Test with one new List.
Questions about this workflow
Can it list batches for a specific agent?
Yes. Include the Bolna agent ID in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Bolna. A trigger fires from one place; an action lands in another.
Clickup triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Delete an agent
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete batch by id
Delete a batch
Folder Created
Triggers when a new Folder is created.
Fetch all batches by agent id
List all batches for agent
Folder Deleted
Triggers when a Folder is deleted.
Get all agents
List all agents
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Get all phone numbers
List all phone numbers for your account
List Created
Triggers when a new List is created.
Get execution by id
Retrieve specific execution by `execution id`
List Deleted
Triggers when a List is deleted.
Make a phone call from agent
Initiate calls
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Retrieve agent by id
Retrieve an agent
Connect any two apps with Notis in the middle.
Clickup and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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