Keep quotes from becoming invisible work
Review quote activity in one short digest and decide what happens next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Quotes
Tool to retrieve a paginated list of all quotes. use after setting pagination parameters.
Why this helps
Quotes can remain unresolved because they lack a regular review moment.
- Create a dependable quote review
- Surface aging quotes
- Reduce unresolved sales work
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Better Proposals in Notis.
- 2Create an automation named Quotes Review Digest.
- 3Tell Notis to retrieve quotes and summarize aging items, totals, and recommended decisions.
- 4Pick a recurring cron schedule.
- 5Choose a report channel and test with one real review.
Questions about this workflow
Can I choose the review frequency?
Yes. Set the cron schedule that matches your operating rhythm.
Does it update quote records?
No. It produces a review digest.
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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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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