Add new Pipedrive note details to ClickUp
Keep execution aligned with the latest customer and deal context.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Create task comment
Adds a comment to a clickup task; `team id` is required if `custom task ids` is true.
Why this helps
Teams repeat questions when new account context is not visible where work happens.
- Keep context current
- Improve team handoffs
- Avoid duplicate research
Setup
Build it in a few focused steps.
- 1Connect both apps in Notis.
- 2Create the automation.
- 3Instruct Notis to summarize each actionable new note and comment on the related ClickUp task.
- 4Select New Note Received and your report destination.
- 5Test with one note.
Questions about this workflow
Will the whole note be copied?
You can ask Notis for a concise summary or the complete note, depending on your preference.
Can it mention the author?
Yes, when the note data includes author information.
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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