Check proposal settings after an estimate change
Catch pricing assumptions before extra effort becomes a surprise.
Trigger
Task Time Estimate Updated
Triggers when a task's time estimate is set, changed, or cleared. `changes[]` carries `TimeEstimateChange` entries only; `before` and `after` are millisecond strings or `null`.
Action
Get Settings
Tool to retrieve current account settings. use when you need default currency, tax, and timezone configuration before creating proposals.
Why this helps
A changed effort estimate can make currency, tax, or account defaults worth revisiting.
- Prompt timely pricing checks
- Keep account defaults visible
- Reduce avoidable quoting mistakes
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Better Proposals in Notis once.
- 2Create an automation named Check proposal settings after estimate change.
- 3Tell Notis to retrieve current Better Proposals settings and explain which assumptions deserve review.
- 4Pick ClickUp Task Time Estimate Updated as the trigger and choose a report channel.
- 5Test with one estimate update.
Questions about this workflow
Does it recalculate proposal pricing?
No. It retrieves settings and identifies assumptions to review.
Can it handle an estimate being cleared?
Yes. Notis can flag that the task no longer has a confirmed estimate.
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
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Folder Created
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Folder Deleted
Triggers when a Folder is deleted.
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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.).
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List Created
Triggers when a new List is created.
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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.).
Get All Proposals
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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