Create a Dynamics 365 lead from every new ClickUp task
Capture prospect work once and keep your CRM ready for follow-up.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Prospect details get buried in project tasks and never reach the CRM.
- Reduce duplicate data entry
- Keep sales follow-up visible
- Create a consistent lead intake process
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Dynamics365 in Notis once.
- 2Create an automation and describe that each new ClickUp task containing prospect information should become a Dynamics 365 lead.
- 3Pick the Clickup Task Created trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real prospect task.
Questions about this workflow
Can Notis decide which task details belong in the lead?
Yes. Tell Notis in the instruction which task content to use and how to handle missing details.
What starts this workflow?
A Clickup Task Created event in the configured workspace.
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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