Turn WhatsApp sales next steps into ClickUp tasks
When a prospect or customer shares a concrete sales next step, let Notis capture it as a ClickUp task 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 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
Sales follow-ups get scattered across conversations and can fall behind other work.
- Keep concrete sales next steps in the task queue.
- Reduce manual note taking after chat exchanges.
- Make follow-up easier to review with the team.
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.
- 3Tell Notis in one instruction to create a ClickUp task when an incoming sales message includes a concrete follow-up step.
- 4Choose New Message Received and select a report destination.
- 5Test with one real sales conversation and review the task.
Questions about this workflow
Can it distinguish sales messages from support conversations?
Include the distinction you want Notis to use in your instruction, and test it against a representative message.
Will it contact the prospect?
No. This workflow creates a ClickUp task for follow-up.
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.
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.
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
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 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.
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.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Add tags from time entries
Associates a list of specified tags with one or more time entries within a given team (workspace).
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.
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.
Whatsapp and Clickup, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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