Turn commercial signals into opportunities
Give promising work a place in your pipeline as soon as it becomes real.
Trigger
Task Updated
Triggers when a task is updated. Fires for every kind of update on the task, including comments. If you only care about a specific property changing, prefer the dedicated trigger (`CLICKUP_TASK_STATUS_UPDATED`, etc.) — those are pre-filtered by ClickUp and produce less traffic. `changes[]` can carry any FieldChange variant (`StatusChange`, `PriorityChange`, `AssigneeAddChange`, `AssigneeRemoveChange`, `TagAddChange`, `TagRemoveChange`, `DueDateChange`, `TimeEstimateChange`, `TimeSpentChange`, `NameChange`, `ContentChange`, `CommentChange`, `CustomFieldChange`).
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
Opportunity signals appear in project updates but are not captured in the sales pipeline.
- Capture expansion opportunities early
- Reduce missed sales signals
- Connect delivery insight to pipeline
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Dynamics365 in Notis once.
- 2Create an automation telling Notis which task updates indicate a qualified opportunity and what to include.
- 3Pick the Clickup Task Updated trigger.
- 4Choose a report destination.
- 5Test with one update containing a genuine opportunity signal.
Questions about this workflow
Will every task update create an opportunity?
No. Your instruction should define the qualification signals and ask Notis to skip routine updates.
Can task context be summarized?
Yes. Ask Notis to write a concise opportunity summary from the update.
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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