Turn signed proposals into delivery handoffs
Move from signature to execution with the important details in one place.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Signed Proposals
Tool to retrieve all signed proposals. use when you need to list proposals clients have signed after confirming credentials.
Why this helps
Signed work can sit idle while teams reconstruct what was agreed.
- Surface newly signed work quickly
- Give delivery teams a consistent brief
- Reduce duplicate research
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Better Proposals in Notis.
- 2Create an automation named Signed Proposal Handoff Report.
- 3Tell Notis to fetch signed proposals and summarize client, scope signals, value, and open questions.
- 4Choose a webhook trigger.
- 5Select a report channel and test with one signed proposal.
Questions about this workflow
Can it include only recent signatures?
Ask Notis to focus on the time window you provide in the prompt.
Does it create projects?
No. It creates a handoff report from signed proposal data.
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 proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
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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.