Create contact follow-up checklists in ClickUp
Use a lightweight checklist to follow through on every promising introduction.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Create checklist item
Creates a new checklist item within a specified, existing checklist, optionally setting the item's name and assigning it to a user.
Why this helps
Relationship follow-up varies because useful steps are easy to overlook.
- Standardize introductions
- Remember promised resources
- Make relationship care repeatable
Setup
Build it in a few focused steps.
- 1Connect Outlook and ClickUp in Notis once.
- 2Create an automation that adds your relationship follow-up items to the relevant ClickUp checklist for each qualifying contact.
- 3Pick New Contact Added as the trigger.
- 4Choose where reports go and test with one new contact.
Questions about this workflow
What checklist items work well?
Common items include send a note, share a resource, schedule a call, and record the next step.
Can it use different lists?
Yes. Tell Notis how to identify the appropriate ClickUp task or checklist.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Clickup. A trigger fires from one place; an action lands in another.
Outlook triggers
Clickup actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add dependency
Adds a 'waiting on' or 'blocking' dependency to a task, requiring either `depends on` (task becomes waiting on) or `dependency of` (task becomes blocking), but not both; `team id` is required if `custom task ids` is true.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add guest to folder
Adds a guest to a folder with specified permissions; requires a clickup enterprise plan.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Add guest to list
Shares a clickup list with an existing guest user, granting them specified permissions; requires the workspace to be on the clickup enterprise plan.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Add guest to task
Assigns a guest to a task with specified permissions; requires clickup enterprise plan, and `team id` if `custom task ids` is true.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Add tags from time entries
Associates a list of specified tags with one or more time entries within a given team (workspace).
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Add tag to task
Adds an existing tag to a specified task; team id is required if custom task ids is true.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Add task link
Links two existing and accessible clickup tasks, identified by `task id` (source) and `links to` (target).
Add task to list
Adds an existing task to an additional clickup list; the "tasks in multiple lists" clickapp must be enabled in the workspace for this.
Connect any two apps with Notis in the middle.
Outlook and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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