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Notis

Keep WhatsApp updates with the related ClickUp work

When a customer sends new information, have Notis find the relevant task from the available context and add a concise comment for your team.

Trigger

New Message Received

Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.

Action

Create task comment

Adds a comment to a clickup task; `team id` is required if `custom task ids` is true.

Why this helps

Important customer details stay in WhatsApp while the work they affect lives in ClickUp.

  • Keep relevant customer context close to the work.
  • Reduce repeated searching through chat history.
  • Give teammates a useful handoff in the task thread.

Setup

Build it in a few focused steps.

  • 1Connect WhatsApp and ClickUp once in the Notis portal.
  • 2Create a named automation in Automations, New Automation.
  • 3In one instruction, ask Notis to add an incoming update as a comment to the relevant ClickUp task when it can confidently identify one.
  • 4Pick the WhatsApp New Message Received trigger and select a report channel.
  • 5Test with a real update that relates to an existing task.

Questions about this workflow

What if the related task is unclear?

Tell Notis to leave the task unchanged and report that it could not identify a match. The automation can only use task and message context available to it.

Will this make a new task?

This workflow is for adding a comment to an existing task. Use a separate task creation workflow for new requests.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Whatsapp to Clickup. A trigger fires from one place; an action lands in another.

Whatsapp triggers

Clickup actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add guest to folder

Adds a guest to a folder with specified permissions; requires a clickup enterprise plan.

ActionInstant

Message Status Updated

Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks

TriggerPolling

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.

ActionInstant

New Message Received

Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.

TriggerInstant

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.

ActionInstant

Interactive Reply Received

Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.

TriggerInstant

Add tags from time entries

Associates a list of specified tags with one or more time entries within a given team (workspace).

ActionInstant

Message Template Status Update

Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.

TriggerInstant

Add tag to task

Adds an existing tag to a specified task; team id is required if custom task ids is true.

ActionInstant

Add task link

Links two existing and accessible clickup tasks, identified by `task id` (source) and `links to` (target).

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Whatsapp and Clickup, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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