Review open proposals after an assignee change
Make ownership handoffs visible while client interest is active.
Trigger
Task Assignee Updated
Triggers when an assignee is added to or removed from a task. `changes[]` carries `AssigneeAddChange` and/or `AssigneeRemoveChange` entries. A single event may bundle multiple adds and/or removes — for example when a workflow re-routes a task between two users in one operation.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
Reassigned tasks can leave opened proposals without a clear next owner.
- Make handoffs explicit
- Prioritize proposals with client activity
- Reduce duplicated follow-up
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Better Proposals in Notis once.
- 2Create an automation named Review open proposals after reassignment.
- 3Tell Notis to retrieve opened proposals and identify items needing the new assignee's attention.
- 4Pick ClickUp Task Assignee Updated as the trigger and choose a report channel.
- 5Test with one task reassignment.
Questions about this workflow
Can it detect multiple assignee changes?
Yes. The trigger can include added and removed assignees, and Notis can summarize the full handoff.
Does it change proposal ownership?
No. It reports the proposals to review; updates must be made separately.
When this happens · Trigger
Do this · Action
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.
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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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