Check brand settings after a list update
Keep proposal presentation aligned as workstreams evolve.
Trigger
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Action
Get Brand Settings
Tool to retrieve settings for the default brand. use when you need default-brand configuration (colors, tax, name, etc.) before creating or customizing documents.
Why this helps
A changed list can represent a new offer or audience, while proposal branding remains implicit.
- Keep brand choices visible
- Prompt offer-specific review
- Reduce inconsistent presentation
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Better Proposals in Notis once.
- 2Create an automation named Check brand settings after list update.
- 3Tell Notis to retrieve the default brand settings and explain what should be confirmed for the changed list.
- 4Pick ClickUp List Updated as the trigger and choose a report channel.
- 5Test with one list update.
Questions about this workflow
Does it change brand settings?
No. It retrieves current settings and creates a review prompt.
Can it compare multiple brands?
This action retrieves the default brand settings only.
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.
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Folder Created
Triggers when a new Folder is 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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