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Triage issues with client context already in view

Start with the why behind the work, not another round of searching.

Trigger

New Issue Created

Triggers when a new issue is created in a GitHub repository. Pull requests are automatically excluded -- only true issues produce events. Results can be filtered by labels, assignee, creator, and mentioned user. The payload includes the issue number, title, body, state, labels, assignees, comment count, creator details, timestamps, and direct links to the issue on GitHub.

Action

Get Opened Proposals

Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.

Why this helps

New issues often lack the commercial context needed to decide how urgent they are.

  • Adds proposal context to issue triage.
  • Makes urgency easier to assess.
  • Reduces back-and-forth between product and sales records.

Setup

Build it in a few focused steps.

  • 1Connect GitHub and Better proposals to Notis once through the portal.
  • 2Create the automation in the portal or ask Notis to create it in plain language.
  • 3Use this instruction: When a new GitHub issue is created, retrieve opened Better proposals and summarize any related client expectations or urgency.
  • 4Pick the new issue created trigger and choose a channel for run reports.
  • 5Test it with one real issue.

Questions about this workflow

Does this replace issue prioritization?

No. It gives you relevant proposal context for a better prioritization decision.

Can it run only for customer issues?

Use the trigger filters and plain-language instruction to define the intended scope.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link GitHub to Better proposals. A trigger fires from one place; an action lands in another.

GitHub triggers

Better proposals actions

New Workflow Artifact Created

Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.

TriggerPolling

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

Branch Changed

Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.

TriggerPolling

Create Company

Tool to create a new company. use after confirming the company does not already exist.

ActionInstant

New Branch Created

Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.

TriggerPolling

Create Document Type

Tool to create a new document type. use after confirming the desired type name does not already exist.

ActionInstant

Check Run Status / Conclusion Changed

Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.

TriggerPolling

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

Check Suite Status / Conclusion Changed

Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.

TriggerPolling

Get All Companies

Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.

ActionInstant

New Code Scanning Alert Created

Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.

TriggerPolling

Get All Currencies

Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.

ActionInstant

New Repository Collaborator Added

Triggers when a new collaborator is added to a GitHub repository. Monitors the full list of collaborators on a repository and fires an event for each newly added collaborator. The payload includes the collaborator's GitHub username, account ID, profile URL, avatar URL, permission flags (pull, triage, push, maintain, admin), and assigned role name.

TriggerPolling

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

Commit Event

Triggered when a new commit is pushed to a repository.

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.

Not just GitHub and Better proposals. Any combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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