Move complete prospect details from ClickUp into Salesforce
Capture a prospect in ClickUp, then let Notis create a Salesforce lead when the task includes the information Salesforce requires.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Prospect details can sit in task notes while someone still needs to re-enter them into the CRM.
- Reduce repeated prospect data entry
- Create leads only when required details are present
- Keep the original ClickUp task as context for the lead
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 qualified prospect capture.
- 3Tell Notis to create a Salesforce lead only when a new ClickUp task explicitly contains the person's last name and company, and include other details only when present.
- 4Pick the ClickUp Task Created trigger and choose where run reports should go.
- 5Test with one real prospect task that contains the required details and review the new lead.
Questions about this workflow
What details does Salesforce require for a lead?
The action description requires a last name and company unless person accounts are enabled and company is null. This workflow asks Notis to proceed only when the task provides the needed details.
Will a task without prospect details still create a lead?
The instruction explicitly limits lead creation to tasks with the required details.
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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