Review client company details before sending
See the client record you need without leaving the task context.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Company
Tool to retrieve details of a specific company. use when you need company metadata by id.
Why this helps
Missing or stale company details can create avoidable proposal corrections.
- Verify client context sooner
- Reduce manual record opening
- Catch mismatched details
Setup
Build it in a few focused steps.
- 1Connect Todoist and Better Proposals once in Notis.
- 2Create an automation for company detail review.
- 3Describe how Notis should use the new task to identify a company and summarize its Better Proposals details.
- 4Pick the Todoist new task trigger and select a report channel.
- 5Test with one client task.
Questions about this workflow
Does it edit company data?
No. It retrieves details for review only.
What if the task omits a company identifier?
Notis should report that more information is needed instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Better proposals. A trigger fires from one place; an action lands in another.
Todoist 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
Trigger when a new task is added to Todoist.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
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.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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.
Todoist 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.