Give repeatable WhatsApp requests a consistent ClickUp starting point
When an incoming request fits a known process, have Notis create a ClickUp task from the template your team already uses.
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 from template
Creates a new task in a specified clickup list from a task template, using the provided name for the new task.
Why this helps
Repeatable customer work takes extra setup when every task starts from scratch.
- Start repeatable work with a consistent task structure.
- Reduce manual task setup after a customer message.
- Keep routine requests ready for team review.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and ClickUp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis in one instruction which actionable requests should start a task from your existing ClickUp template.
- 4Pick New Message Received and choose a report destination.
- 5Test with a real request that matches the repeatable process.
Questions about this workflow
Does this create the template?
No. The action creates a task from a task template. The template must already be available in ClickUp.
Can I use different templates?
You can describe which existing template fits each type of request, then test the instruction with representative messages.
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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