Keep paid proposal context beside changing work
See whether active changes connect to already paid client work.
Trigger
Card Updated Trigger
Triggered when a specific card is updated
Action
Get Paid Proposals
Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.
Why this helps
Teams can change delivery plans without checking the payment context behind them.
- Add financial context to scope changes
- Spot work tied to paid engagements
- Support better prioritization
Setup
Build it in a few focused steps.
- 1Connect Trello and Better Proposals once in the Notis portal.
- 2Create an automation for paid revenue checks.
- 3Tell Notis to retrieve paid proposals and summarize the records related to the updated card.
- 4Pick the Trello Card Updated trigger.
- 5Choose where reports go and test with one card update.
Questions about this workflow
Can it identify a specific client?
Yes. Include the client or project context in the instruction for Notis to use when analyzing the returned proposals.
Does it change proposal payment data?
No. It only retrieves and summarizes paid proposal records.
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.