Connect Clickup to Better proposals
When something happens in Clickup, Notis takes the next step in Better proposals. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Clickup to Better proposals
Match a New ClickUp Task to a Proposal Template
When a ClickUp task is created, review Better Proposals templates and recommend the closest starting point for the work.
Review Proposals When a ClickUp Task Changes Status
When a task status changes, fetch Better Proposals and summarize proposal work that may need attention.
Check Sent Proposals After a ClickUp Due Date Change
When a task due date changes, retrieve sent proposals and flag client follow-ups that may need rescheduling.
Review Open Proposals After Task Ownership Changes
When ClickUp assignees change, retrieve opened proposals and highlight ownership or follow-up items for the new owner.
Use Task Comments to Review Open Proposal Interest
When a ClickUp comment is posted, retrieve opened proposals and summarize client-interest signals mentioned by the team.
Review New Proposals When a ClickUp Tag Changes
When a task tag is added or removed, retrieve new Better Proposals and identify proposals that fit the updated priority.
Review Signed Proposals After a Priority Change
When a task priority changes, retrieve signed proposals and summarize commitments that may deserve attention.
Check Proposal Settings After a Time Estimate Change
When a ClickUp estimate changes, retrieve Better Proposals settings and flag assumptions that may need a pricing review.
Review Paid Proposals After Time Tracking Changes
When tracked time changes on a task, retrieve paid proposals and summarize delivered-work context for margin review.
Supported Triggers and Actions
Notis builds workflows that link Clickup to Better proposals. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Folder Deleted
Triggers when a Folder is deleted.
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.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
List Created
Triggers when a new List is created.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
List Deleted
Triggers when a List 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.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Clickup and Better proposals
Connect any two apps with Notis in the middle.
Clickup and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.