Review proposal records when a Coda document disappears
Keep important proposal records visible when planning material is removed.
Trigger
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
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
Document cleanup can hide which proposal records still need an owner or follow-up.
- Reduce orphaned proposal records
- Create clear ownership follow-ups
- Make document cleanup safer
Setup
Build it in a few focused steps.
- 1Connect Coda and Better Proposals once in Notis.
- 2Create an automation named Review proposals after document deletion.
- 3Tell Notis to retrieve all proposals and flag records that may relate to the deleted document.
- 4Pick Coda Document Deleted as the trigger and choose a report channel.
- 5Test with one controlled deletion event.
Questions about this workflow
Does it delete proposals?
No. It only retrieves proposals and reports possible retention concerns.
Can it identify the owner?
Only when ownership information is available in the event context or returned data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Better proposals. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Coda Document Trigger
Triggers when a new Coda document is created.
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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.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
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Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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.
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.
Coda and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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