Check sent proposals after a due date change
Keep client follow-up realistic when delivery dates move.
Trigger
Task Due Date Updated
Triggers when a task's due date is set, changed, or cleared. `changes[]` carries `DueDateChange` entries only; `before` and `after` are millisecond-epoch strings or `null`.
Action
Get Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Why this helps
A changed delivery date can make an existing proposal follow-up plan stale.
- Catch timing conflicts early
- Keep client communication coordinated
- Reduce manual proposal list checks
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Better Proposals in Notis once.
- 2Create an automation named Check sent proposals after due date change.
- 3Tell Notis to retrieve sent proposals and flag follow-ups affected by the new timing.
- 4Pick ClickUp Task Due Date Updated as the trigger and choose a report channel.
- 5Test with one task whose due date changes.
Questions about this workflow
Will it contact the client?
No. It provides a review and follow-up recommendations for you.
What if the due date is cleared?
Notis can flag the task as having no confirmed date and suggest a manual review.
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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