Turn meaningful ClickUp tag changes into Salesforce reviews
A tag can signal risk, priority, or a handoff. Use Notis to create a Salesforce review task when the change matters.
Trigger
Task Tag Updated
Triggers when a tag is added to or removed from a task. `changes[]` carries `TagAddChange` and/or `TagRemoveChange` entries. Adds use ClickUp's `field == "tag"`, removes use the undocumented `field == "tag_removed"`; both are normalised into the typed change classes.
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
Tags can carry important meaning in ClickUp, but that signal may not reach the team working from Salesforce.
- Surface meaningful tag changes in Salesforce
- Carry over the task context for review
- Help teams respond consistently to tagged work
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 the tag change to review.
- 3Tell Notis which tag additions or removals should create a Salesforce review task and what task context to include.
- 4Pick the ClickUp Task Tag Updated trigger and choose where run reports should go.
- 5Test one real tag addition or removal and confirm the review task is useful.
Questions about this workflow
Does the trigger identify whether a tag was added or removed?
Yes. The event can contain tag additions and removals. Ask Notis to handle the relevant change types in the instruction.
Can I select a specific tag in the trigger?
The trigger is the ClickUp Task Tag Updated event. Describe the tag condition in the automation instruction.
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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