Keep lead follow-up dates current
Move deadlines once and keep your CRM follow-up plan accurate.
Trigger
Task Due Date Updated
Triggers when a task's due date is set, changed, or cleared. `changes[]` carries `DueDateChange` entries only; `before` and `after` are millisecond-epoch strings or `null`.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Changed task deadlines leave sales follow-up dates out of sync.
- Prevent overdue follow-ups
- Reduce calendar checking
- Keep timing consistent across systems
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Dynamics365 in Notis once.
- 2Create an automation instructing Notis to update the matching lead follow-up date when the task due date changes or is cleared.
- 3Pick the Clickup Task Due Date Updated trigger.
- 4Choose a report destination.
- 5Test with a task whose due date changes.
Questions about this workflow
Can the workflow handle a cleared due date?
Yes. Tell Notis whether to clear the lead date or flag the record when ClickUp sends a null after value.
Does this require a separate calendar?
No. It uses the ClickUp due date event and updates Dynamics 365.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Dynamics365. A trigger fires from one place; an action lands in another.
Clickup triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Folder Created
Triggers when a new Folder is created.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Folder Deleted
Triggers when a Folder is deleted.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
List Created
Triggers when a new List is created.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
List Deleted
Triggers when a List is deleted.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Clickup and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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