Align sent proposal follow-up with task changes
A changed task can trigger a quick review of proposals already sent.
Trigger
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.
Action
Get Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Why this helps
Sent proposal follow-up becomes inconsistent when project details change.
- Reduces missed follow-ups
- Connects updated work to sent proposals
- Provides a clear review summary
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Better Proposals once in Notis.
- 2Create an automation named Sent Proposal Follow-up.
- 3Tell Notis to review sent proposals against changed task details and summarize next actions.
- 4Pick Task Details Changed as the trigger.
- 5Choose a report channel and test with one task edit.
Questions about this workflow
Does the workflow contact clients?
No. It retrieves sent proposals and prepares a follow-up summary.
What if no proposal matches?
Notis reports that no clear match was found.
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.
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Webhook trigger
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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.
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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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No card. Works with personal or business Better proposals.