Enrich contacts from new ClickUp tasks
Start each new task with the context your team needs to act quickly.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
Enrich Person or Company
Enrich person or company data using LinkedIn URLs, emails, domains, or names. Returns enriched data including: contact information, LinkedIn profiles, company details, work experience, education, phone numbers (with phoneFull), and company metrics. Input types: LinkedIn profile URL (~100% success), email (~60% success), name+company (~90% success), company domain/name, or SIREN number (French companies).
Why this helps
Important contact details are scattered across task descriptions and require manual research before work can begin.
- Reduce research before task execution
- Add verified professional context
- Keep enrichment attached to the work item
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Datagma in the Notis portal.
- 2Create an automation named for new task enrichment.
- 3Tell Notis to enrich people or companies mentioned in each new task and summarize usable findings.
- 4Choose ClickUp Task Created as the trigger.
- 5Pick a report channel, then test with one real task.
Questions about this workflow
What information can the workflow use?
It can use emails, domains, names, LinkedIn URLs, or other details present in the task context.
What if a task has no contact details?
The report explains that enrichment could not run because the required details were missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Datagma. A trigger fires from one place; an action lands in another.
Clickup triggers
Datagma actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Detect Job Change
Tool to detect if a contact changed jobs. Use when verifying a contact’s current employment details by email.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Enrich Person or Company
Enrich person or company data using LinkedIn URLs, emails, domains, or names. Returns enriched data including: contact information, LinkedIn profiles, company details, work experience, education, phone numbers (with phoneFull), and company metrics. Input types: LinkedIn profile URL (~100% success), email (~60% success), name+company (~90% success), company domain/name, or SIREN number (French companies).
Folder Created
Triggers when a new Folder is created.
Find Work Email
Find verified work email address for a person using their name and company. Returns a professionally verified email address with validation metadata including SMTP checks and MX records. Requires either fullName or firstName+lastName, plus company domain or LinkedIn company slug.
Folder Deleted
Triggers when a Folder is deleted.
Get Credits
Get the current credit balance for the authenticated Datagma API account. Use this to check how many API credits remain before making enrichment calls.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Get Twitter Profile By Email
Retrieve Twitter account information associated with an email address. This action looks up Twitter username and display name for a given email address using Datagma's enrichment database. Returns Twitter username, display name, and the queried email if a match is found, or status 'NOT_FOUND' if no Twitter account is associated with the email. Use this when you need to: - Find someone's Twitter handle from their email address - Verify if an email has an associated Twitter account - Enrich contact data with social media information
List Created
Triggers when a new List is created.
Get Twitter Profile by Username
Enrich Twitter profile data using Datagma's database. Returns contact information (email), social media profiles (LinkedIn, Facebook, GitHub), and professional details (skills, interests, industry) associated with a Twitter username. Note: Not all usernames are in Datagma's database. A 'not found' response (code 5) indicates the username hasn't been indexed yet.
List Deleted
Triggers when a List is deleted.
Reverse Phone Lookup
Tool to reverse-lookup information associated with a phone number. Use when you have a phone number and need associated details (e.g., carrier, location).
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Search Phone Numbers
Find mobile phone numbers using email address and/or LinkedIn profile URL. Returns list of phone numbers with confidence scores and optional WhatsApp verification. Best results when both email and LinkedIn URL are provided.
Connect any two apps with Notis in the middle.
Clickup and Datagma, 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 Datagma.