Turn Trello activity into a sent proposal follow up brief
Keep outbound proposals connected to the work happening today.
Trigger
New Activity Trigger
Triggered when there is activity in Trello.
Action
Get Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Why this helps
Follow ups slip when sent proposals are tracked away from daily task activity.
- Surface overdue attention areas
- Keep follow ups near active work
- Reduce dropped client conversations
Setup
Build it in a few focused steps.
- 1Connect Trello and Better Proposals once in the Notis portal.
- 2Create an automation for sent proposal follow ups.
- 3Tell Notis to retrieve sent proposals and identify follow up candidates using the Trello activity context.
- 4Pick the Trello New Activity trigger.
- 5Choose a report channel and test with one real activity event.
Questions about this workflow
Can the report focus on older proposals?
Yes. Ask Notis to prioritize proposals by age or another criterion available in the returned data.
Does it send the follow up automatically?
No. It creates a report so you can decide what to do next.
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.