Bring quote details into task follow-up
When a task assignment is completed or changes state, Notis can fetch a Better Proposals quote you specify and put its details in the report.
Trigger
Task Assignment State Changed
Triggers when a task assignment's state changes. This trigger monitors task assignments for a specific task and detects when the resolution_state changes (e.g., from incomplete to completed, or from completed to approved/rejected).
Action
Get Quote
Tool to retrieve details of a specific quote. use when you need full quote data by id.
Why this helps
Task completion and quote details can live in different apps, making it harder to finish a client handoff with the right context.
- Bring quote details into a task-related review.
- Reduce app switching during client handoffs.
- Keep follow-up information together in the run report.
Setup
Build it in a few focused steps.
- 1Connect Box and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to retrieve the specified Better Proposals quote when the selected Box task assignment changes state and summarize key details.
- 4Pick the Box Task Assignment State Changed trigger and choose where run reports go.
- 5Test with one real task state change and review the run report.
Questions about this workflow
How does Notis know which quote to retrieve?
Include a quote ID or an unambiguous way to identify the quote in your instruction or the event context. If neither is available, the quote cannot be selected reliably.
Does this change the task or quote?
No. It retrieves quote details for a report and does not update either app.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Better proposals. A trigger fires from one place; an action lands in another.
Box triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
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.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
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.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
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.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
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.
Box and Better proposals, 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 Better proposals.