Keep customer promises from slipping through
Turn a promise made in a DM into a clear follow-up task.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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
Customer follow-ups shared in private Slack conversations are easy to forget when the day gets busy.
- Keep customer promises visible after the conversation ends.
- Retain context for the person completing the follow-up.
- Reduce the mental load of remembering who needs a reply.
Setup
Build it in a few focused steps.
- 1Connect Slack and ClickUp to Notis once in the portal.
- 2Ask Notis to create a ClickUp task for explicit customer follow-up promises in Slack DMs and include the relevant context.
- 3Pick Slack Direct Message Received and choose a channel for run reports.
- 4Test with a real, appropriate follow-up and confirm the task is clear.
Questions about this workflow
Will this capture every customer mention?
No. Ask Notis to create tasks only for explicit promises, replies, or next steps that need action.
Can the task remind me who to follow up with?
Tell Notis to include the relevant customer context in the task description, following your workspace practices.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Clickup. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Add tags from time entries
Associates a list of specified tags with one or more time entries within a given team (workspace).
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Add tag to task
Adds an existing tag to a specified task; team id is required if custom task ids is true.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Add task link
Links two existing and accessible clickup tasks, identified by `task id` (source) and `links to` (target).
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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