Add consented ClickUp leads to an EmailOctopus list
Keep lead handoffs moving while respecting the consent details recorded on the task.
Trigger
Task Assignee Updated
Triggers when someone is added to or removed from a task’s assignees.
Action
Create Contact
Add a new contact to a mailing list.
Why this helps
A lead can be assigned for follow-up while their subscriber status remains unclear.
- Check task details for an email and explicit marketing consent before adding a contact.
- Connect lead handoff activity to list maintenance.
- Avoid subscribing people based only on assignment.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and EmailOctopus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to add a task contact to the chosen EmailOctopus list only when an email address and explicit email marketing consent are recorded.
- 4Pick the ClickUp Task Assignee Updated trigger and choose where run reports should go.
- 5Test with one real task that includes a consented contact.
Questions about this workflow
Does task assignment mean the person agreed to marketing email?
No. Assignment is only a workflow signal. The instruction must require explicit consent recorded on the task.
Can one event contain several assignee changes?
Yes. ClickUp may bundle multiple add and remove changes. The prompt should tell Notis to process the task context carefully and avoid treating a removed assignee as a subscriber.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Emailoctopus. A trigger fires from one place; an action lands in another.
Clickup triggers
Emailoctopus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Add a new contact to a mailing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create List
Create a mailing list to organize email contacts.
Folder Created
Triggers when a Folder is created.
Create Field
Creates a custom field on a mailing list.
Folder Deleted
Triggers when a Folder is deleted.
Delete Contact
Permanently delete a contact and its list data; this cannot be undone.
Folder Updated
Triggers when a Folder is updated.
Delete List
Delete a mailing list and all its contacts permanently; this cannot be undone.
List Created
Triggers when a List is created.
Create Tag
Creates a tag on a mailing list for contact organization.
List Deleted
Triggers when a List is deleted.
Get All Lists
Retrieve all mailing lists in the account.
List Updated
Triggers when a List is updated.
Get Recent Campaigns
Retrieves recent campaigns from your EmailOctopus account.
Connect any two apps with Notis in the middle.
Clickup and Emailoctopus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Emailoctopus.