Give new boards the right company context
Start a new operating area with the client records already available in Better Proposals.
Trigger
New Board Trigger
Triggered when a board is created in the specified workspace
Action
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Why this helps
New boards can duplicate client context or miss an existing company record.
- Reduce duplicate company research
- Find existing client records
- Start boards with better context
Setup
Build it in a few focused steps.
- 1Connect Trello and Better Proposals once in the Notis portal.
- 2Create an automation for company context.
- 3Tell Notis to retrieve available companies and highlight records relevant to the new board.
- 4Pick the Trello New Board trigger.
- 5Choose a report destination and test with one newly created board.
Questions about this workflow
Does this create a company?
No. It retrieves available companies so you can review existing records first.
Can I tell Notis which market the board serves?
Yes. Include that context in the plain language instruction.
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.
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.
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.