Catch CRM records after work is deleted
When a task disappears, make sure its related lead still has a clear next step.
Trigger
Task Deleted
Triggers when a task is deleted. ClickUp ships no history_items or actor info on deletes — the payload carries only the task_id and team_id.
Action
Dynamicscrm get all leads
Dynamicscrm get all leads
Why this helps
Deleted project tasks can leave stale or unexplained lead records behind.
- Surface orphaned lead records
- Prevent silent pipeline gaps
- Create a repeatable cleanup review
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Dynamics365 in Notis once.
- 2Create an automation instructing Notis to find related leads and report which ones need review after a task deletion.
- 3Pick the Clickup Task Deleted trigger.
- 4Choose a report channel for the review list.
- 5Test by deleting a safe example task.
Questions about this workflow
Does ClickUp provide the deleted task history?
No. The deletion event contains the task and team identifiers, so matching context must come from your existing records or prompt conventions.
Will this delete the lead?
No. It is designed to identify records for review unless you explicitly define another supported action.
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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