Give sensitive customer issues a clear ClickUp handoff
Ask Notis to add a brief, factual handoff note to the relevant task when an incoming WhatsApp message needs careful team attention.
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
A teammate taking over a sensitive customer issue may lack the context to respond consistently.
- Share relevant context with the teammate handling the issue.
- Keep the handoff attached to the work.
- Reduce unnecessary retelling across channels.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and ClickUp once in the portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to add a concise factual comment to a confidently matched task when a message needs careful follow-up.
- 4Select New Message Received and choose where run reports should go.
- 5Test with a real, appropriate example and review the comment for relevance.
Questions about this workflow
Will Notis determine a sensitive issue using our policy?
Provide the criteria in your instruction. Review the test output to confirm it follows your intended handling.
Will the comment include the whole conversation?
Ask for only the context needed for the handoff. The automation can use only message data available to it.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clickup.