Find the client company behind a new task
Start from the task and quickly locate the matching Better Proposals company.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Why this helps
Switching between task notes and client records makes simple proposal preparation feel fragmented.
- Reduce duplicate searching
- Confirm the right client record
- Speed up proposal preparation
Setup
Build it in a few focused steps.
- 1Connect Todoist and Better Proposals once in Notis.
- 2Create an automation for client company lookup.
- 3Tell Notis to search Better Proposals companies using the new task context and report likely matches.
- 4Pick the Todoist new task trigger and choose where reports appear.
- 5Test with a task containing a client name.
Questions about this workflow
What if multiple companies match?
The report should list the matches and explain which task details support each one.
Does it create a company?
No. It only retrieves existing company records.
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.