Keep completed Salesforce work visible in ClickUp
Share useful Salesforce task milestones in the ClickUp list where your team coordinates follow-up.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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
Work completed in Salesforce can remain invisible to colleagues who coordinate the next step in ClickUp.
- Make completed sales activity visible to collaborators
- Reduce status-chasing between tools
- Share a concise activity summary in the relevant list
Setup
Build it in a few focused steps.
- 1Connect Salesforce and ClickUp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to post a concise update to your ClickUp list when a Salesforce task is completed, using available task details.
- 4Pick the Task Created or Completed trigger and choose where run reports should go.
- 5Test with one real completed task.
Questions about this workflow
Can this trigger also run when a Salesforce task is created?
Yes. The event supports task creation and when a task status changes to Completed. It also supports optional status or subject filtering.
Can I make the ClickUp comment brief?
Yes. Ask Notis to post a concise summary and include only details available from the Salesforce task event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Clickup. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Add tags from time entries
Associates a list of specified tags with one or more time entries within a given team (workspace).
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Add tag to task
Adds an existing tag to a specified task; team id is required if custom task ids is true.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Add task link
Links two existing and accessible clickup tasks, identified by `task id` (source) and `links to` (target).
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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