Create weekly support review checklists
Make your support review routine easy to start and hard to forget.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Weekly support reviews slip when nobody owns the preparation steps.
- Keep reviews consistent
- Reduce preparation effort
- Spot recurring issues
Setup
Build it in a few focused steps.
- 1Connect Zendesk and ClickUp once in Notis.
- 2Create an automation named Weekly support review.
- 3Tell Notis to add the weekly review checklist to the chosen ClickUp task.
- 4Pick a notis_cron schedule and choose a report channel.
- 5Test it with one real run.
Questions about this workflow
Can the checklist include ticket trends?
Yes. Ask Notis to include review items based on the available Zendesk history.
Does this create a new task each week?
This workflow adds checklist items to the task you specify.
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
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