Turn billable ClickUp time into sales orders
Move from recorded delivery work to an order record with less admin.
Trigger
Task Time Tracked Updated
Triggers when a time-tracking interval is created, edited, or deleted on a task. Fires once per interval-change. Reads ClickUp's top-level `data.description` for the lifecycle action and `data.interval_id` for the correlation key — these are unique to time-tracking events and are present even on Deleted (where `history_items` is empty).
Action
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Why this helps
Billable work is tracked in ClickUp but order preparation happens later and manually.
- Reduce order preparation effort
- Keep billable work visible
- Create a repeatable billing handoff
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Dynamics365 in Notis once.
- 2Create an automation defining which time-tracking lifecycle events and task context should create a sales order.
- 3Pick the Clickup Task Time Tracked Updated trigger.
- 4Choose a report destination for created orders and exceptions.
- 5Test with one qualifying tracked interval.
Questions about this workflow
Does this run for every interval edit?
The trigger fires per interval change, so your prompt should specify which lifecycle actions qualify.
Can Notis skip non-billable tasks?
Yes. Describe the task signals that identify billable work.
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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