Auto-List Sent Proposals When Follow-Up Is Due
When a client needs follow-up, you see exactly which proposals are waiting.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Get Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Why this helps
You know a client is waiting for a response, but you have to manually find which proposals you've sent to them. Mental overhead kills follow-up consistency.
- See all sent proposals instantly
- Never miss a follow-up
- Better response rate tracking
Setup
Build it in a few focused steps.
- 1Connect your integrations to Notis.
- 2Tell Notis: 'When a Linear issue is updated with label "awaiting-response", fetch all sent proposals from Better Proposals.'
- 3Choose your notification channel.
- 4Test by labeling an issue as awaiting-response.
Questions about this workflow
Can I filter sent proposals by client?
Yes. Update your instruction to match the client name or ID and Notis will fetch only their proposals.
How do I know which proposals in the list are overdue?
Ask Notis to include sent date. You can sort by date to see which ones need urgent follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Better proposals. A trigger fires from one place; an action lands in another.
Linear 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
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Comment Received Trigger
Triggered when a comment is received.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Issue Created Trigger
Triggered when a new issue is created.
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.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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Private Team Comment Created
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Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
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.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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.
Linear 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.