Refresh company details after list changes
Keep the client profile close when a workstream changes.
Trigger
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.
Action
Get Company
Tool to retrieve details of a specific company. use when you need company metadata by id.
Why this helps
Important company details can be buried while task lists evolve.
- Keeps client context current
- Reduces repeated account lookup
- Supports better preparation for proposal work
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Better Proposals once in Notis.
- 2Create an automation named Company Detail Refresh.
- 3Tell Notis to retrieve the relevant company and summarize details for the changed list.
- 4Pick Task List Changed as the trigger.
- 5Choose a report channel and test with one list update.
Questions about this workflow
How is the company selected?
Provide the company identifier or enough context for Notis to determine the intended record.
Does this change company data?
No. It retrieves company details only.
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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