Catch deal deadline changes in Salesforce
When a ClickUp due date moves, put a review follow-up in Salesforce so the change does not disappear in a busy task list.
Trigger
Task Due Date Updated
Triggers when a task's due date is set, changed, or cleared. `changes[]` carries `DueDateChange` entries only; `before` and `after` are millisecond-epoch strings or `null`.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
A changed date can be easy to miss when the team tracks execution in ClickUp and customer activity in Salesforce.
- Make changed deadlines easier to review
- Keep the ClickUp task context with the follow-up
- Reduce manual cross-tool reminders
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 changed deal deadlines.
- 3Tell Notis to create a Salesforce follow-up task to review the changed due date, including the ClickUp task context and new date when available.
- 4Pick the ClickUp Task Due Date Updated trigger and choose where run reports should go.
- 5Test with one real task whose due date changes and review the resulting Salesforce task.
Questions about this workflow
Does this trigger when a due date is cleared?
The ClickUp trigger fires when a due date is set, changed, or cleared. Ask Notis to handle cleared dates distinctly in the instruction.
Does this update an existing Salesforce task?
This workflow creates a Salesforce task for review. It does not identify or update an existing Salesforce task.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.