Review proposal companies for a new folder
Start new client work with the company record you already have.
Trigger
Folder Created
Triggers when a new Folder is created.
Action
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Why this helps
New folders can lead to duplicate company records when teams do not check existing proposal data.
- Reduce duplicate company setup
- Speed up client onboarding
- Improve record consistency
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Better Proposals in Notis once.
- 2Create an automation named Review companies for new folder.
- 3Tell Notis to retrieve all companies and identify likely matches for the new folder.
- 4Pick ClickUp Folder Created as the trigger and choose a report channel.
- 5Test with one folder tied to a client or account.
Questions about this workflow
Does it create a company?
No. It helps you find an existing company before creating anything.
What if several companies look similar?
Notis can list candidates and explain which details need confirmation.
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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