Turn new task contacts into ClickSend contacts
Capture outreach details at the moment work enters your system.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
Create Contact in List
Tool to create a new contact in a specific contact list in your ClickSend account. Use when you need to add a contact to a list. At least one of phone_number, email, or fax_number must be provided.
Why this helps
Contact details attached to new work can remain trapped in task text.
- Less manual data entry
- Fewer lost contact details
- Faster outreach readiness
Setup
Build it in a few focused steps.
- 1Connect ClickUp and ClickSend in Notis.
- 2Create the automation with a contact capture name.
- 3Tell Notis to create a ClickSend contact when the task contains a phone number or email, using the available details.
- 4Pick ClickUp Task Created as the trigger.
- 5Choose a report channel and test with one task containing contact data.
Questions about this workflow
What if a task has no contact details?
Ask Notis to report that no contact was created and continue without guessing.
Can it add the contact to a specific list?
Yes. Name the ClickSend contact list in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to ClickSend. A trigger fires from one place; an action lands in another.
Clickup triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Account Usage by Subaccount
Tool to retrieve account usage statistics by subaccount for a specific month and year. Use when you need to view usage breakdown across subaccounts for billing or monitoring purposes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Send Account Activation Token
Tool to send an account activation token for verification. Use when you need to verify a new user account via SMS or other verification method.
Folder Created
Triggers when a new Folder is created.
Verify New Account
Tool to verify a new ClickSend account using an activation token. Use when you need to activate a newly created account with the token received during registration.
Folder Deleted
Triggers when a Folder is deleted.
Calculate Post Letter Price
Tool to calculate the price for sending post letters without actually sending them. Use when you need to estimate the cost of postal letters before sending.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Calculate SMS Campaign Price
Tool to calculate the price for an SMS campaign before sending. Use when you need to estimate costs for an SMS campaign to a contact list. Pricing depends on the number of recipients, message length, and destination countries.
List Created
Triggers when a new List is created.
Create Email Delivery Receipt Automation
Tool to create an email delivery receipt automation rule in ClickSend. Use when you need to set up automated actions to trigger when email delivery receipts are received.
List Deleted
Triggers when a List is deleted.
Create Inbound Fax Automation
Tool to create a new inbound fax automation rule in ClickSend. Use when you need to set up automated actions to trigger when inbound faxes are received.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Create Fax Delivery Receipt Automation
Tool to create a fax delivery receipt automation rule in ClickSend. Use when you need to set up automated actions to trigger when fax delivery receipts are received.
Connect any two apps with Notis in the middle.
Clickup and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business ClickSend.