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Notis

Create CRM contacts from task comments

Turn newly discovered contact details into usable records immediately.

Trigger

Task Comment Posted

Triggers when a comment is added to a task. `changes[]` carries one `CommentChange` entry whose `comment` field is the typed `ClickupComment` object (id, text, user, reactions, etc.).

Action

Create Person

Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.

Why this helps

New names and email addresses often appear in comments and never reach the CRM.

  • Capture contacts at the source
  • Reduce lost introductions
  • Keep the CRM complete

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and CentralstationCRM in Notis.
  • 2Create an automation for contact capture.
  • 3Tell Notis to create a person only when a comment contains a new contact and to report missing details.
  • 4Pick ClickUp Task Comment Posted as the trigger and select a report channel.
  • 5Test with one comment that includes contact information.

Questions about this workflow

Can it skip existing contacts?

Yes. Instruct Notis to search first and create a person only when no match exists.

Can it capture notes from the comment?

Ask Notis to include relevant context in the person record when supported by the action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Clickup triggers

Centralstationcrm actions

Recurring trigger

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

TriggerScheduled

Check Connection

Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.

ActionInstant

Webhook trigger

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

TriggerInstant

Count People

Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Create Company

Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

Create Deal

Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.

ActionInstant

Folder Updated

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

TriggerInstant

Create Person

Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

Create Person Address

Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

Create Person Assistant

Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.

ActionInstant

List Updated

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

TriggerInstant

Create Person Avatar

Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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