Find the client behind tracked work
Get the client lookup alongside a time entry update, with ambiguous matches called out for review.
Trigger
Task Time Tracked Updated
Triggers when a time-tracking interval on a task is created, edited, or deleted.
Action
Get Contacts
Retrieve your contacts.
Why this helps
Time records are less useful for billing when the right client is not obvious.
- Reduce manual contact searches during billing prep.
- See likely matches using task context you specify.
- Make ambiguous or missing client information visible.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Elorus once in the Notis portal.
- 2Create an automation and describe which task details can identify a client and how to handle uncertain matches.
- 3Pick the ClickUp Task Time Tracked Updated trigger.
- 4Choose a report destination and test with a time entry for a known client.
Questions about this workflow
Can it infer the client from any ClickUp task?
It can only use information available in the event or returned task data. Tell Notis which identifiers to look for and have it flag uncertainty.
Will it create or change a contact?
No. This workflow retrieves contacts and reports likely matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Elorus. A trigger fires from one place; an action lands in another.
Clickup triggers
Elorus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Expense
Creates an expense from categorized line items.
Folder Created
Triggers when a Folder is created.
CREATE_PRODUCT
Create a product or service in the catalog.
Folder Deleted
Triggers when a Folder is deleted.
Email Invoice
Email an existing invoice to selected contacts.
Folder Updated
Triggers when a Folder is updated.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
List Created
Triggers when a List is created.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
List Deleted
Triggers when a List is deleted.
Get Contacts
Retrieve your contacts.
List Updated
Triggers when a List is updated.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Clickup and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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