Find opened proposals ready for follow-up
Start follow-up work with a clear view of proposals recipients have opened.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
Follow-up gets delayed when opened proposals are hidden behind manual status checks.
- Reduce follow-up delays
- Prioritize engaged prospects
- Start with current status data
Setup
Build it in a few focused steps.
- 1Connect Todoist and Better Proposals once in Notis.
- 2Create an automation for opened proposal follow-up.
- 3Tell Notis to retrieve opened proposals and summarize next actions using the new task context.
- 4Pick the Todoist new task trigger and choose the report channel.
- 5Test with one follow-up task.
Questions about this workflow
Can it draft a message?
No. This workflow retrieves opened proposals and summarizes follow-up needs.
What if there are no opened proposals?
The report should state that no matching opened proposals were found.
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.
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Webhook trigger
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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.