Summarize paid proposals after task updates
See which proposal wins are already converting into paid work.
Trigger
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.
Action
Get Paid Proposals
Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.
Why this helps
Paid outcomes are easy to overlook when attention stays on active tasks.
- Makes wins easier to spot
- Supports prioritization of active work
- Reduces manual status checking
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Better Proposals once in Notis.
- 2Create an automation named Paid Proposal Summary.
- 3Tell Notis to summarize paid proposals in relation to the updated task.
- 4Pick Task Updated as the trigger.
- 5Choose a report channel and test with one updated task.
Questions about this workflow
Does it calculate revenue?
It summarizes data returned by Better Proposals; any missing financial interpretation must be supplied.
Can it update the task?
No. This workflow is read-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.
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Webhook trigger
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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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