Capture leads during ClickUp ownership handoffs
Keep the CRM intake step close to the moment a teammate takes ownership of a lead task.
Trigger
Task Assignee Updated
Triggers when an assignee is added to or removed from a task. `changes[]` carries `AssigneeAddChange` and/or `AssigneeRemoveChange` entries. A single event may bundle multiple adds and/or removes — for example when a workflow re-routes a task between two users in one operation.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
A lead can fall between owners when the task handoff happens but CRM entry is left for later.
- Tie contact creation to a visible ownership handoff.
- Keep intake details in HubSpot as work changes hands.
- Reduce follow-up work after reassignment.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and HubSpot once in the Notis portal.
- 2Create an automation and tell Notis to create a HubSpot contact from lead details when a ClickUp intake task changes assignees.
- 3Pick the ClickUp Task Assignee Updated trigger and choose where run reports go.
- 4Test with one real intake task and verify the contact created from its details.
Questions about this workflow
What happens if a task has multiple assignee changes at once?
The event may include multiple additions or removals. State in your instruction how Notis should handle a rerouted intake task.
Does this create a contact for every task reassignment?
Describe which tasks count as intake tasks in your instruction and include the needed lead details in those tasks.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Hubspot. A trigger fires from one place; an action lands in another.
Clickup triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Folder Created
Triggers when a new Folder is created.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Folder Deleted
Triggers when a Folder is deleted.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
List Created
Triggers when a new List is created.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
List Deleted
Triggers when a List is deleted.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Clickup and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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