Give proposal preparation a clear next action
Capture the work needed to shape a proposal, so you can return to it without rebuilding the context from scratch.
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
Proposal requests often require several details, and switching away can make it hard to restart.
- Turns an open-ended request into a visible next step.
- Keeps proposal preparation from disappearing in client administration.
- Supports a smoother restart after interruptions.
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 proposal preparation task when a proposal request is recorded in Clientary.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one real proposal request.
Questions about this workflow
Can the task remind me to gather project scope?
Mention the information you want to gather in the instruction.
Will a proposal be drafted automatically?
This workflow creates a task to guide your preparation; it does not send a proposal.
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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