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Notis

Plan Cardly contact lists from ClickUp tag changes

Turn a campaign tag into the next clear contact list step.

Trigger

Task Tag Updated

Triggers when a tag is added to or removed from a task. `changes[]` carries `TagAddChange` and/or `TagRemoveChange` entries. Adds use ClickUp's `field == "tag"`, removes use the undocumented `field == "tag_removed"`; both are normalised into the typed change classes.

Action

Create Contact List

Tool to add a new contact list. use after defining name and optional custom fields, before populating the list with contacts.

Why this helps

Audience labels change in ClickUp but the corresponding Cardly list work is easy to forget.

  • Translate tags into action
  • Reduce list setup delays
  • Keep campaign intent clear

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Cardly in Notis once.
  • 2Create an automation named Tag to contact list plan.
  • 3Tell Notis to interpret the new tag, define a suitable Cardly list name and optional custom fields, then report the plan.
  • 4Pick the ClickUp Task Tag Updated trigger and choose a report channel.
  • 5Test with one added or removed tag.

Questions about this workflow

Does this create the list automatically?

It can prepare the plan and use Cardly's create list action when your instruction provides enough detail.

Can it handle multiple tag changes?

Yes, Notis can summarize bundled tag additions and removals.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Clickup to Cardly. A trigger fires from one place; an action lands in another.

Clickup triggers

Cardly actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Contact List

Tool to add a new contact list. use after defining name and optional custom fields, before populating the list with contacts.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Webhook

Tool to create a new webhook subscription. use when you need cardly to notify your application via http post for specific events.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Delete Invitation by Email

Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

Delete Webhook

Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

Generate Preview

Tool to generate a low-quality, watermarked preview document for a card. use after confirming artwork and template details to estimate costs and delivery.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

List Artwork

Tool to retrieve the currently available artwork for your organisation. use when you need to list and paginate artwork items, optionally filtering to only your own artwork.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

List Credit History

Tool to list credit history records. use after checking account balance to review recent credits/debits.

ActionInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

List Fonts

Tool to list your currently available fonts. use after confirming authentication to explore font options in cardly.

ActionInstant

Connect any two apps with Notis in the middle.

Clickup and Cardly, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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