Get a WhatsApp brief when a ClickUp task is created
New work can get buried before anyone sees it. Send a short task brief into the WhatsApp conversation your teammate already uses.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
Send message
Send a text message to a whatsapp number. note: the message will reflect on the recipient's phone number only if they have texted first.
Why this helps
A new task can sit unnoticed while the team is busy working across different apps.
- Bring new work into an existing conversation.
- Summarize the task in a message that is easy to scan.
- Reduce the need to check ClickUp for every new task.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3In one instruction, ask Notis to send a concise task summary to the intended WhatsApp recipient.
- 4Pick ClickUp Task Created as the trigger and choose where run reports should go.
- 5Test with one real task and a recipient who has already messaged your WhatsApp business number.
Questions about this workflow
What can the message include?
Ask Notis to summarize information available from the created task, such as its name, description, and due date when present.
Can WhatsApp deliver this to anyone?
The recipient must have initiated a conversation with your WhatsApp business number for this message type to be delivered.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Whatsapp. A trigger fires from one place; an action lands in another.
Clickup triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
Folder Created
Triggers when a new Folder is created.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Folder Deleted
Triggers when a Folder is deleted.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
List Created
Triggers when a new List is created.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
List Deleted
Triggers when a List is deleted.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Clickup and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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