Connect Trello to Better proposals
When something happens in Trello, Notis takes the next step in Better proposals. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Trello to Better proposals
New Trello card, proposal pipeline snapshot
Review the full Better Proposals pipeline whenever a Trello card is created, so founders can see active opportunities without opening another dashboard.
Trello activity, new proposals brief
Use Trello activity as a cue to retrieve newly created Better Proposals and send a short brief to your chosen report channel.
Updated Trello card, opened proposal check
When a specific Trello card changes, retrieve opened Better Proposals and summarize client engagement that may affect the work.
Archived Trello card, paid proposal reconciliation
When a Trello card is archived, retrieve paid Better Proposals so completed revenue can be reconciled with finished work.
New Trello board, proposal template readiness review
When a Trello board is created, retrieve Better Proposals templates and report which options fit the new operating workflow.
New Trello card, proposal brand settings context
Retrieve Better Proposals brand settings when a new Trello card appears, giving the team the account defaults needed for consistent proposal work.
Updated Trello card, proposal account settings check
Use a card update to retrieve current Better Proposals account settings and flag configuration details that may affect the work.
Trello activity, sent proposals follow-up brief
Retrieve sent Better Proposals after Trello activity and summarize which client conversations may need follow-up.
New Trello card, signed proposal proof
When a Trello card is created, retrieve signed Better Proposals and summarize confirmed commitments that may inform the new work.
Supported Triggers and Actions
Notis builds workflows that link Trello to Better proposals. A trigger fires from one place; an action lands in another.
Trello 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.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Card Archived Trigger
Triggered when a card is archived in the specified board
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Activity Trigger
Triggered when there is activity in Trello.
Create Proposal Cover
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.
New Board Trigger
Triggered when a board is created in the specified workspace
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
New Card Trigger
Triggered when a card is created in the specified board
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Card Updated Trigger
Triggered when a specific card is updated
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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Trello and Better proposals
Connect any two apps with Notis in the middle.
Trello 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.