Keep useful ClickUp comment context with Salesforce records
When a ClickUp comment adds useful customer context, Notis can save it as a Salesforce note for the team to find later.
Trigger
Task Comment Posted
Triggers when a comment is added to a task. `changes[]` carries one `CommentChange` entry whose `comment` field is the typed `ClickupComment` object (id, text, user, reactions, etc.).
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Customer details buried in task discussion can be hard to find when someone later opens Salesforce.
- Preserve useful discussion context in Salesforce
- Reduce copying and pasting between tools
- Make customer information easier for teammates to find
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for customer context capture.
- 3Tell Notis to create a Salesforce note from a ClickUp comment only when it contains useful customer context and an explicit Salesforce record ID; include the comment and task context.
- 4Pick the ClickUp Task Comment Posted trigger and choose where run reports should go.
- 5Test with one real comment that includes a valid Salesforce record ID and inspect the note.
Questions about this workflow
Can Notis attach a note without a Salesforce record ID?
A note needs a Salesforce record to attach to. This instruction asks Notis to proceed only when the comment includes an explicit record ID.
Will edited comments create notes too?
This workflow uses the Task Comment Posted trigger. To handle edits, create a separate automation using Task Comment Updated.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Salesforce. A trigger fires from one place; an action lands in another.
Clickup triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Folder Created
Triggers when a new Folder is created.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Folder Deleted
Triggers when a Folder is deleted.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
List Created
Triggers when a new List is created.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
List Deleted
Triggers when a List is deleted.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Clickup and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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