Review proposals after a ClickUp status change
Keep proposal follow-up aligned with the work stage.
Trigger
Task Status Updated
Triggers when a task's status changes. `changes[]` carries `StatusChange` entries only — ClickUp pre-filters server-side by event type. Lower traffic than subscribing to `CLICKUP_TASK_UPDATED` and pattern-matching `StatusChange`.
Action
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Why this helps
Status changes can signal new sales urgency, but proposal progress often lives in another system.
- Surface related proposal activity
- Reduce missed handoffs
- Give the team a focused status summary
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Better Proposals in Notis once.
- 2Create an automation named Review proposals after status change.
- 3Tell Notis to fetch the proposal list and summarize items relevant to the changed task.
- 4Pick ClickUp Task Status Updated as the trigger and choose a report channel.
- 5Test with one real status change.
Questions about this workflow
Can Notis infer which proposal is related?
It can use task details supplied in the event and report when a reliable match is unavailable.
Which proposal list is retrieved?
The workflow retrieves all proposals and summarizes the relevant results.
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.