Create Clientary tasks from new ClickUp lists
Give each new client workstream a clear operational next step.
Trigger
List Created
Triggers when a new List is created.
Action
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Why this helps
New workstreams can start without a corresponding client operations reminder.
- Create consistent launch reminders
- Reduce setup gaps
- Keep operations aligned
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Clientary once in the Notis portal.
- 2Create an automation named List launch reminder.
- 3Tell Notis to create a Clientary task for qualifying new ClickUp lists and summarize the intended workstream.
- 4Pick the ClickUp List Created trigger and choose a report channel.
- 5Test with one real client delivery list.
Questions about this workflow
How do I identify qualifying lists?
Include your list naming convention or client context in the instruction.
Can the Clientary task have a project?
Yes, when the source context identifies a matching Clientary project.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Clientary. A trigger fires from one place; an action lands in another.
Clickup triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Folder Created
Triggers when a new Folder is created.
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Folder Deleted
Triggers when a Folder is deleted.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
List Created
Triggers when a new List is created.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
List Deleted
Triggers when a List is deleted.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Clickup and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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