Follow up on proposals clients opened
Focus your outreach where client interest is already visible.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
Opened proposals signal interest, but follow-up often depends on memory.
- Prioritize warm opportunities
- Reduce missed follow-ups
- Keep outreach focused
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Better Proposals in Notis.
- 2Create an automation named Opened Proposal Follow-up Queue.
- 3Tell Notis to retrieve opened proposals and rank them by recency and available value.
- 4Pick a recurring cron trigger.
- 5Choose a report destination and test with one real example.
Questions about this workflow
Can Notis invent missing engagement details?
No. It only uses data returned by Better Proposals and context you provide.
Is this an outreach sender?
No. It prepares a queue for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Better proposals. A trigger fires from one place; an action lands in another.
0CodeKit 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.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
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.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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.
0CodeKit 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.