Match new ClickUp tasks to a proposal template
Start every proposal from the template that fits the work.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
Get All Templates
Tool to retrieve a paginated list of all templates. use when you need to list available templates for selection.
Why this helps
New work arrives quickly, but choosing the right proposal template creates avoidable research and delay.
- Reduce template search time
- Create a consistent starting point
- Keep proposal preparation connected to delivery work
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Better Proposals in Notis once.
- 2Create an automation named Match task to proposal template.
- 3Tell Notis to review the new task and recommend the best matching template with a short reason.
- 4Pick ClickUp Task Created as the trigger and choose a report channel.
- 5Test with one real task and review the recommendation.
Questions about this workflow
Does this create a proposal automatically?
No. It retrieves available templates and recommends a fit for your review.
What if no template matches?
Notis can report that no close match was found and explain what information is missing.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.