Discover proposal document types for a new list
Give every new workstream a clear proposal document path.
Trigger
List Created
Triggers when a new List is created.
Action
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.
Why this helps
A new list can start work before anyone decides which proposal document type belongs there.
- Speed up workstream setup
- Create consistent document choices
- Reduce setup decisions
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Better Proposals in Notis once.
- 2Create an automation named Discover document types for new lists.
- 3Tell Notis to retrieve document types and recommend options based on the new list details.
- 4Pick ClickUp List Created as the trigger and choose a report channel.
- 5Test with one newly created list.
Questions about this workflow
Does it create a document type?
No. It retrieves existing types and recommends a fit.
What if the list name is vague?
Notis can ask for or report the missing context needed for a recommendation.
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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List Deleted
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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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