Follow up on Clientary proposals with Todoist
Send a proposal and let Todoist hold the next step, so you can return to focused work without keeping the follow-up in your head.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Create a new task in todoist. this action allows users to create tasks with various parameters including content, due dates, priority, and more. the task can be created in a specific project, section, or as a subtask of another task.
Why this helps
Remembering to check back on proposals competes with the work already on your plate.
- Keeps proposal follow-ups out of working memory.
- Creates a clear next action after sending a proposal.
- Makes it easier to resume sales conversations at the right time.
Setup
Build it in a few focused steps.
- 1Connect Clientary and Todoist to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3In one plain-language instruction, ask Notis to create a Todoist follow-up task when a Clientary proposal is sent, with a sensible follow-up date.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test it with one real sent proposal.
Questions about this workflow
Can I choose when the follow-up task is due?
Describe the timing you want in the plain-language automation instruction; Notis interprets the request.
Do I need to map proposal fields?
No. Explain the outcome in one instruction, and Notis interprets the available Clientary details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clientary to Todoist. A trigger fires from one place; an action lands in another.
Clientary triggers
Todoist actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Workspace
Tool to create a new workspace in todoist. use when you need a separate workspace to organize projects. generates uuid and temp id automatically.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Close Task
This tool marks an existing task as completed in todoist. it requires the `task id` of the task to be closed.
Create Comment
Tool to create a new comment in todoist. use when you need to add a note to a specific task or project after confirming its id.
Create Label
Creates a new label.
Create Project
Creates a new project in todoist.
Create Section
Tool to create a new section within a specific project. use when you need to group tasks under a new heading in a project.
Create task
Create a new task in todoist. this action allows users to create tasks with various parameters including content, due dates, priority, and more. the task can be created in a specific project, section, or as a subtask of another task.
Delete Label
Tool to delete a specific label. use when you need to permanently remove an unused label by its id after confirming it's not in use. example: "delete label with id 2298391482".
Connect any two apps with Notis in the middle.
Clientary and Todoist, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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