Account for paid proposals when retiring an Airtable view
Retiring a view can change how work is tracked. Keep already paid client proposals visible as the team hands off the process.
Trigger
View Deleted
Triggers when a previously known Airtable view is deleted.
Action
Get Paid Proposals
Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.
Why this helps
When a workflow is retired, completed and paid work can be missed in the operational handoff.
- Include paid client work in a workflow retirement review.
- Give a person a concrete list for checking delivery handoffs.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Better Proposals once in Notis.
- 2Create an automation in plain language from any channel or in Automations, New Automation.
- 3Ask Notis to retrieve paid proposals and summarize the items a person should check against the retired view's process context.
- 4Pick the Airtable View Deleted trigger and choose where run reports should go.
- 5Test with one real deleted view and validate the returned proposal list.
Questions about this workflow
Does paid status mean delivery is complete?
Not necessarily. The action identifies paid proposals, but delivery status or completion details may need to come from another source.
Will this alter paid proposals?
No. It retrieves them for a human handoff review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Better proposals. A trigger fires from one place; an action lands in another.
Airtable triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
View Created
Triggers when a new view is created in an Airtable base.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
View Deleted
Triggers when a previously known Airtable view is deleted.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Airtable and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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