Reconcile paid proposals without a manual search
Start reconciliation with the paid proposal records already available in Better Proposals.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Paid Proposals
Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.
Why this helps
Payment reconciliation becomes a context switch when paid proposal status is checked separately.
- Speed up reconciliation
- Reduce missed paid records
- Keep finance work focused
Setup
Build it in a few focused steps.
- 1Connect Todoist and Better Proposals once in Notis.
- 2Create an automation for paid proposal reconciliation.
- 3Tell Notis to retrieve paid proposals and summarize those matching the new finance task.
- 4Pick the Todoist new task trigger and choose the report destination.
- 5Test with one reconciliation task.
Questions about this workflow
Can it compare against accounting data?
Only if that data is included in the task or available through another connected source.
Does it mark anything as paid?
No. It retrieves paid proposal 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.
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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.