Run financial checks on ClickUp assignee changes
Give the new owner financial context before they pick up the work.
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
Financial API Lookup
Tool to fetch financial data for a domain. use when you need company financials for us or uk registered websites.
Why this helps
Reassigned prospect tasks often require repeating the same company background research.
- Brief the next owner automatically
- Reduce duplicated research
- Surface available US and UK company financial data
Setup
Build it in a few focused steps.
- 1Connect ClickUp and BuiltWith in Notis once.
- 2Create an automation for reassigned company research tasks.
- 3Tell Notis to identify the task domain and retrieve available financial data for the new owner.
- 4Pick the ClickUp Task Assignee Updated trigger.
- 5Choose a report destination and test with one reassignment.
Questions about this workflow
What if the domain is outside the supported regions?
Notis should report that BuiltWith financial data is limited to US or UK registered websites.
Can one event include several assignee changes?
Yes. Notis can summarize the bundled additions and removals while running one lookup per relevant domain.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Builtwith. A trigger fires from one place; an action lands in another.
Clickup triggers
Builtwith actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Domain List File
Tool to create a txt or zip file from a list of domains. use when preparing a domain list for bulk or firehose lookups.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Datasets Lookup
Tool to access mass internet technology usage information from 2000 to today. use when you need historical technology usage trends for a domain.
Folder Created
Triggers when a new Folder is created.
Domain API Lookup
Tool to retrieve current and historical technology information of a website. use after confirming the domain to lookup.
Folder Deleted
Triggers when a Folder is deleted.
Financial API Lookup
Tool to fetch financial data for a domain. use when you need company financials for us or uk registered websites.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Free API Lookup
Tool to access last updated dates and counts for technology groups and categories for websites. use when you need a snapshot of technology usage timing for a domain.
List Created
Triggers when a new List is created.
Lists API Get List With Meta
Tool to retrieve a list of websites using a specified technology, including metadata. use when you need detailed company and site information for sites using a particular technology.
List Deleted
Triggers when a List is deleted.
Lists API Get List
Tool to retrieve a list of websites using a specific technology. use when you want to find sites leveraging a particular tech.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
MCP API Lookup
Tool to query live web technologies for a root domain. use after confirming a valid domain name.
Connect any two apps with Notis in the middle.
Clickup and Builtwith, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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