Review routing forms for every new ClickUp List
A new list deserves an intake path that sends people to the right place.
Trigger
List Created
Triggers when a new List is created.
Action
List routing forms
Retrieves routing forms for a specified organization; routing forms are questionnaires used to direct invitees to appropriate booking pages or external urls.
Why this helps
New workflows launch without a clear scheduling or qualification route.
- Choose an appropriate intake path
- Reduce misrouted meeting requests
- Launch new lists with clearer process
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Calendly in Notis once.
- 2Create an automation for new list intake reviews.
- 3Tell Notis to list Calendly routing forms when a ClickUp List is created and recommend the form that best fits the list name and purpose.
- 4Pick ClickUp List Created as the trigger.
- 5Choose where reports go and test with one new list.
Questions about this workflow
Does this publish a routing form?
No. It retrieves and recommends existing routing forms so you can choose the right intake path.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Calendly. A trigger fires from one place; an action lands in another.
Clickup triggers
Calendly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel event
Permanently cancels an existing, active scheduled event by its `uuid`, optionally providing a `reason`, which may trigger notifications to invitees.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create an invitee no-show
Marks an invitee, identified by their existing and valid uri, as a 'no show' for a scheduled event.
Folder Created
Triggers when a new Folder is created.
Create One-Off Event Type
Creates a temporary calendly one-off event type for unique meetings outside regular availability, requiring valid host/co-host uris, a future date/range for `date setting`, and a positive `duration`.
Folder Deleted
Triggers when a Folder is deleted.
Create scheduling link
Create a single-use scheduling link. creates a scheduling link that can be used to book an event. the link allows invitees to schedule up to the specified maximum number of events. once the limit is reached, the link becomes inactive.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Create share
Creates a customizable, one-time share link for a calendly event type, allowing specific overrides to its settings (e.g., duration, availability, location) without altering the original event type.
List Created
Triggers when a new List is created.
Create single use scheduling link
Creates a one-time, single-use scheduling link for an active calendly event type, expiring after one booking.
List Deleted
Triggers when a List is deleted.
Create webhook subscription
Creates a calendly webhook subscription to notify a specified `url` (which must be a publicly accessible https endpoint) for selected `events` within a given `organization` and `scope`.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Delete invitee data
Permanently removes all invitee data associated with the provided emails from past organization events, for data privacy compliance (requires enterprise subscription; deletion may take up to one week).
Connect any two apps with Notis in the middle.
Clickup and Calendly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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