Check quotes after a list is deleted
Recover commercial context before a deleted list becomes a blind spot.
Trigger
List Deleted
Triggers when a List is deleted.
Action
Get Quote
Tool to retrieve details of a specific quote. use when you need full quote data by id.
Why this helps
A deleted list can remove the visible workflow while quote details still need follow-up.
- Surface related quote details
- Support recovery decisions
- Reduce dropped commercial work
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Better Proposals in Notis once.
- 2Create an automation named Check quotes after list deletion.
- 3Tell Notis to retrieve the relevant quote and summarize what should be preserved or reassigned.
- 4Pick ClickUp List Deleted as the trigger and choose a report channel.
- 5Test with one deleted list event.
Questions about this workflow
What if the deleted list has no identifying details?
Notis can report that a quote cannot be matched reliably and request more context.
Does it restore the list or quote?
No. It provides quote details for a recovery decision.
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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Webhook trigger
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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.).
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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.
Clickup and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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