Notify a ClickUp list about a new deal
Make new pipeline movement visible to the team without extra status meetings.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create list comment
Adds a new comment with specific text to an existing and accessible clickup list, assigns it to a user, and sets notification preferences for all list members.
Why this helps
Teams miss important pipeline changes when updates stay in a separate CRM.
- Improve team awareness
- Reduce manual status updates
- Surface new opportunities quickly
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and ClickUp once.
- 2Create a new automation.
- 3Ask Notis to post a concise update to the specified ClickUp list for each new deal.
- 4Select New Deal Received and where reports should go.
- 5Test with one deal.
Questions about this workflow
Can the message include a recommended action?
Yes. Ask Notis to append a clear next step to the list comment.
Does this notify every list member?
The ClickUp list comment action supports notification preferences that you specify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Clickup. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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 Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Add tags from time entries
Associates a list of specified tags with one or more time entries within a given team (workspace).
Add tag to task
Adds an existing tag to a specified task; team id is required if custom task ids is true.
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.
Pipedrive and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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