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Review new proposals after a task tag update

Let changing priorities shape your proposal review.

Trigger

Task Tag Updated

Triggers when a tag is added to or removed from a task. `changes[]` carries `TagAddChange` and/or `TagRemoveChange` entries. Adds use ClickUp's `field == "tag"`, removes use the undocumented `field == "tag_removed"`; both are normalised into the typed change classes.

Action

Get New Proposals

Tool to retrieve all new proposals. use after validating credentials when you need only newly created proposals.

Why this helps

Tags often encode urgency or segment changes, but proposal lists do not reflect that context automatically.

  • Align proposal review with priorities
  • Reduce list scanning
  • Highlight newly created opportunities

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Better Proposals in Notis once.
  • 2Create an automation named Review new proposals after tag update.
  • 3Tell Notis to retrieve new proposals and rank those related to the changed tag context.
  • 4Pick ClickUp Task Tag Updated as the trigger and choose a report channel.
  • 5Test with one tag addition or removal.

Questions about this workflow

Can it handle both added and removed tags?

Yes. The trigger includes both tag additions and removals.

Does it modify tags or proposals?

No. It creates a review summary 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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Company

Tool to create a new company. use after confirming the company does not already exist.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Create Document Type

Tool to create a new document type. use after confirming the desired type name does not already exist.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

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.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

Get All Companies

Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

Get All Currencies

Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

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.

ActionInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

Get All Proposals

Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.

ActionInstant

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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