Create ClickUp onboarding checklists automatically
Turn a new user signal into a repeatable customer success routine.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create checklist
Creates a new checklist with a specified name within an existing task, which can be identified by its standard id or a custom task id (if `custom task ids` is true, `team id` is also required).
Why this helps
Onboarding steps live in memory instead of a dependable process.
- Standardize onboarding
- Reduce forgotten steps
- Make progress easy to see
Setup
Build it in a few focused steps.
- 1Connect Zendesk and ClickUp once in Notis.
- 2Create an automation named User onboarding checklist.
- 3Tell Notis to add an onboarding checklist to the relevant ClickUp task.
- 4Pick New User Created as the trigger and choose a report channel.
- 5Test it with one real user.
Questions about this workflow
Does a task need to exist first?
Yes. Tell Notis which existing task to use or ask it to create one in a separate step.
Can checklist items vary by user?
Notis can adapt items using information present in the event or your standing instructions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Clickup. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Add tags from time entries
Associates a list of specified tags with one or more time entries within a given team (workspace).
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.
Zendesk 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.