Find the right proposal template from a Todoist task
Start with one Todoist task and get a focused shortlist of Better Proposals templates.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get All Templates
Tool to retrieve a paginated list of all templates. use when you need to list available templates for selection.
Why this helps
Searching through proposal templates interrupts focused work and makes starting harder.
- Reduce template hunting
- Keep proposal work moving
- Get a concise recommendation
Setup
Build it in a few focused steps.
- 1Connect Todoist and Better Proposals once in Notis.
- 2Create an automation named for proposal template shortlisting.
- 3Tell Notis to inspect each new proposal-related task and recommend matching templates with reasons.
- 4Pick the Todoist new task trigger and choose where run reports go.
- 5Test with one real proposal task.
Questions about this workflow
What does the automation use as context?
It uses the text and details available on the new Todoist task.
Can it create a proposal too?
No. This workflow only retrieves and recommends available templates.
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.
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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.
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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.
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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.