Refresh company context after a folder update
Keep client context easy to find as work evolves.
Trigger
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Action
Get Company
Tool to retrieve details of a specific company. use when you need company metadata by id.
Why this helps
Folder changes can signal a client or scope shift while company details remain buried in proposal records.
- Reduce context switching
- Keep client details visible
- Support smoother scope changes
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Better Proposals in Notis once.
- 2Create an automation named Refresh company context after folder update.
- 3Tell Notis to retrieve the matching company details and summarize context relevant to the folder change.
- 4Pick ClickUp Folder Updated as the trigger and choose a report channel.
- 5Test with one folder update.
Questions about this workflow
Can it identify a company from only a folder name?
It can try, but will flag the review when the folder does not contain enough identifying context.
Does it edit the company record?
No. It retrieves company details for internal context.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Folder Created
Triggers when a new Folder is created.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Folder Deleted
Triggers when a Folder is deleted.
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.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
List Created
Triggers when a new List is created.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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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