Confirm signed proposals before the next handoff
See which proposals are signed before moving client work forward.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Signed Proposals
Tool to retrieve all signed proposals. use when you need to list proposals clients have signed after confirming credentials.
Why this helps
Handoffs slow down when signed status is checked manually across systems.
- Confirm commitments faster
- Reduce handoff mistakes
- Keep delivery work aligned
Setup
Build it in a few focused steps.
- 1Connect Todoist and Better Proposals once in Notis.
- 2Create an automation for signed proposal review.
- 3Describe which signed proposals the task concerns and ask Notis to retrieve and summarize them.
- 4Pick the Todoist new task trigger and choose where reports go.
- 5Test with one handoff task.
Questions about this workflow
Does it alter the signed proposal?
No. It retrieves signed proposal records for review.
Can it filter by client?
Yes, when the Todoist task includes a client identifier.
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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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.