Search CRM contacts from ClickUp comments
Find the right customer record without leaving the conversation.
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
Search People
Tool to retrieve people matching search criteria. use when you need to find specific contacts by name, email, or phone after authenticating with your api key.
Why this helps
Important identifiers often arrive in comments after the original task was created.
- Surface existing records quickly
- Avoid duplicate contacts
- Keep research inside the task workflow
Setup
Build it in a few focused steps.
- 1Connect ClickUp and CentralstationCRM in Notis.
- 2Create an automation and name the lookup workflow.
- 3Tell Notis to search CentralstationCRM for people identified in each new comment and summarize matches.
- 4Pick ClickUp Task Comment Posted as the trigger and select a report channel.
- 5Test with a comment containing a real email or phone number.
Questions about this workflow
Which identifiers can Notis use?
Ask it to use the name, email, phone, or other details present in the comment.
Where will the results appear?
Notis sends the run report to the channel you choose during setup.
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.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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?"
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
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.
List Created
Triggers when a new List is created.
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.
List Deleted
Triggers when a List is deleted.
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.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
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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