Review company records for new task lists
Avoid duplicate client records when a new workstream begins.
Trigger
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Action
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Why this helps
New client workstreams can create duplicate companies when records are not checked first.
- Reduces duplicate company creation
- Makes onboarding decisions clearer
- Keeps records more organized
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Better Proposals once in Notis.
- 2Create an automation named Company Creation Review.
- 3Tell Notis to check existing companies and, only when instructed, create a missing company.
- 4Pick New Task List Created as the trigger.
- 5Choose a report channel and test with one new list.
Questions about this workflow
Will it create a company automatically?
Only if your instruction explicitly authorizes creation after the existing-company check.
Why check first?
The Better Proposals company creation action is intended for confirmed new companies.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Better proposals. A trigger fires from one place; an action lands in another.
Google Tasks 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.
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
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.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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.
Google Tasks and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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