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Get a new proposal brief after Trello activity

Keep proposal momentum visible while your team works in Trello.

Trigger

New Activity Trigger

Triggered when there is activity in Trello.

Action

Get New Proposals

Tool to retrieve all new proposals. use after validating credentials when you need only newly created proposals.

Why this helps

New proposals can be missed when work updates happen in a different system.

  • Surface fresh proposals quickly
  • Keep sales updates near work activity
  • Reduce manual status checks

Setup

Build it in a few focused steps.

  • 1Connect Trello and Better Proposals once in the Notis portal.
  • 2Create an automation with a memorable name.
  • 3Describe that Notis should retrieve new proposals after Trello activity and summarize them for your team.
  • 4Pick the Trello New Activity trigger.
  • 5Choose where run reports should go, then test with one real activity event.

Questions about this workflow

What counts as Trello activity?

The workflow starts from Trello's New Activity Trigger, which fires when there is activity in Trello.

Can the brief include next steps?

Yes. Ask Notis to suggest next steps based on the proposal data it retrieves.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Company

Tool to create a new company. use after confirming the company does not already exist.

ActionInstant

Card Archived Trigger

Triggered when a card is archived in the specified board

TriggerInstant

Create Document Type

Tool to create a new document type. use after confirming the desired type name does not already exist.

ActionInstant

New Activity Trigger

Triggered when there is activity in Trello.

TriggerInstant

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.

ActionInstant

New Board Trigger

Triggered when a board is created in the specified workspace

TriggerInstant

Get All Companies

Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.

ActionInstant

New Card Trigger

Triggered when a card is created in the specified board

TriggerInstant

Get All Currencies

Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.

ActionInstant

Card Updated Trigger

Triggered when a specific card is updated

TriggerInstant

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.

ActionInstant

Get All Proposals

Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.

ActionInstant

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.