Check sent proposal status from your task list
Get the sent proposal context you need before deciding the next sales action.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Why this helps
Sales status reviews lose momentum when sent proposals require a separate manual lookup.
- Make status reviews faster
- Reduce tool switching
- Support clearer next actions
Setup
Build it in a few focused steps.
- 1Connect Todoist and Better Proposals once in Notis.
- 2Create an automation for sent proposal status reviews.
- 3Describe the sales question and ask Notis to retrieve relevant sent proposals.
- 4Pick the Todoist new task trigger and select a report channel.
- 5Test with one sales status task.
Questions about this workflow
Can it focus on one client?
Yes, if the task identifies the client or proposal.
Does it update the status?
No. It retrieves sent 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.