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Notis

Review proposals after a task is deleted

Keep proposal work traceable when a task disappears.

Trigger

Task Deleted

Triggers when a task is deleted. ClickUp ships no history_items or actor info on deletes — the payload carries only the task_id and team_id.

Action

Get All Proposals

Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.

Why this helps

Deleted tasks can silently break the link between delivery work and active proposal records.

  • Find potentially orphaned proposals
  • Support clean handoffs
  • Reduce invisible follow-up gaps

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Better Proposals in Notis once.
  • 2Create an automation named Review proposals after task deletion.
  • 3Tell Notis to retrieve all proposals and flag records that may have lost their task reference.
  • 4Pick ClickUp Task Deleted as the trigger and choose a report channel.
  • 5Test with one deleted task event.

Questions about this workflow

Does the delete event include actor history?

No. The event supplies task and team identifiers, so the review should not assume who deleted it.

Can it restore a deleted task?

No. It only reviews proposal impact.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Company

Tool to create a new company. use after confirming the company does not already exist.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Create Document Type

Tool to create a new document type. use after confirming the desired type name does not already exist.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

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.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

Get All Companies

Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

Get All Currencies

Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

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.

ActionInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

Get All Proposals

Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.

ActionInstant

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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