Understand a quote before you act
Get the key details and open questions without digging through records.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Quote
Tool to retrieve details of a specific quote. use when you need full quote data by id.
Why this helps
A single quote can require too much searching before a decision is made.
- Shorten quote review time
- Make open questions visible
- Support faster decisions
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Better Proposals in Notis.
- 2Create an automation named Quote Detail Decision Brief.
- 3Tell Notis to retrieve the quote by id and summarize decision points using the context you provide.
- 4Choose a webhook trigger.
- 5Select a report channel and test with one quote id.
Questions about this workflow
What do I provide?
Provide the Better Proposals quote id and any decision criteria.
Can it approve the quote?
No. It prepares information for your approval decision.
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.
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Tool to create a new document type. use after confirming the desired type name does not already exist.
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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.