Add a live proposal count to planning
Know the size of your proposal workload before choosing what comes next.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Proposal Count
Tool to retrieve the total count of proposals. use when you need to know how many proposals exist.
Why this helps
Planning from memory makes workload decisions less reliable.
- Ground planning in current data
- Reduce manual counting
- Create a quick workload signal
Setup
Build it in a few focused steps.
- 1Connect Todoist and Better Proposals once in Notis.
- 2Create an automation for proposal count reporting.
- 3Tell Notis to retrieve the proposal count and relate it to the new planning task.
- 4Pick the Todoist new task trigger and choose where reports go.
- 5Test with a planning task.
Questions about this workflow
Can it count only a segment?
The count action returns the total count, so segment criteria require another available data source or a different action.
Does it change proposals?
No. It retrieves the total count.
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
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New Task Created
Trigger when a new task is added to Todoist.
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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.