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Notis

Review paid proposals after time tracking changes

Keep paid work visible as delivery effort accumulates.

Trigger

Task Time Tracked Updated

Triggers when a time-tracking interval is created, edited, or deleted on a task. Fires once per interval-change. Reads ClickUp's top-level `data.description` for the lifecycle action and `data.interval_id` for the correlation key — these are unique to time-tracking events and are present even on Deleted (where `history_items` is empty).

Action

Get Paid Proposals

Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.

Why this helps

Time tracking changes can reveal margin pressure after a proposal has already been paid.

  • Spot effort overruns
  • Connect delivery data to paid work
  • Support better post-sale reviews

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Better Proposals in Notis once.
  • 2Create an automation named Review paid proposals after time tracking.
  • 3Tell Notis to retrieve paid proposals and summarize any likely delivery-effort concerns.
  • 4Pick ClickUp Task Time Tracked Updated as the trigger and choose a report channel.
  • 5Test with one tracked-time interval change.

Questions about this workflow

Can it calculate margin?

Only if the needed pricing and effort data is available; otherwise it reports what is missing.

Does it alter paid proposals?

No. It creates an internal review.

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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