Reconcile archived work with paid proposals
Close the loop between finished Trello work and proposals that have been paid.
Trigger
Card Archived Trigger
Triggered when a card is archived in the specified board
Action
Get Paid Proposals
Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.
Why this helps
Archived work can disappear from view before payment status is reviewed.
- Review payment progress at handoff
- Catch missing paid records
- Create a repeatable closeout habit
Setup
Build it in a few focused steps.
- 1Connect Trello and Better Proposals once in the Notis portal.
- 2Create an automation called a payment reconciliation check.
- 3Tell Notis to retrieve paid proposals and summarize records relevant to the archived card.
- 4Pick the Trello Card Archived trigger.
- 5Choose a report destination and test with one archived card.
Questions about this workflow
Will this mark the Trello card as paid?
No. It retrieves paid proposal records and reports the comparison.
Can I ask for exceptions only?
Yes. In the instruction, ask Notis to report only missing or unexpected payment matches.
When this happens · Trigger
Do this · Action
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.
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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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Card Archived Trigger
Triggered when a card is archived in the specified board
Create Document Type
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New Activity Trigger
Triggered when there is activity in Trello.
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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.
New Board Trigger
Triggered when a board is created in the specified workspace
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New Card Trigger
Triggered when a card is created in the specified board
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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.
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.