Turn important Pipedrive notes into ClickUp follow-up tasks
Capture decisions and requests from Pipedrive notes before they become forgotten work.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Create a task
Creates a new clickup task in a specific list, optionally as a subtask if a `parent` task id (which cannot be a subtask itself and must be in the same list) is provided.
Why this helps
Actionable notes often disappear after a call because nobody turns them into owned tasks.
- Capture commitments quickly
- Keep follow-up work centralized
- Reduce dropped requests
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and ClickUp in Notis.
- 2Create a named automation.
- 3Tell Notis to read each new note and create a ClickUp task only when it contains a concrete action.
- 4Choose New Note Received and a report channel.
- 5Test with one real note.
Questions about this workflow
Can Notis ignore informational notes?
Yes. Instruct it to create tasks only for notes containing a clear action or commitment.
Can the task include the original note?
Yes. Ask Notis to include the relevant note text and source context.
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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