Turn a tax check into an opened proposal review
Use fresh intake context to see which proposals clients have already opened.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
A client may open a proposal while the founder is busy with verification work, so the best follow-up window passes.
- Surface client interest quickly
- Tie opened proposals to intake context
- Reduce missed follow-up windows
Setup
Build it in a few focused steps.
- 1Connect 44API and Better Proposals in Notis once.
- 2Create an automation named Client open alert review.
- 3Tell Notis to validate the incoming 44API identifier context, retrieve opened Better Proposals, and summarize follow-up candidates.
- 4Pick the 44API webhook as the trigger and choose where run reports should go.
- 5Test with one real request and verify the opened proposal report.
Questions about this workflow
Does this prove who opened a proposal?
It reports the data returned by Better Proposals. Any missing recipient or timing details must be supplied by the source response.
Can it send a follow-up automatically?
This action retrieves opened proposals only. Use the report to decide the next step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 44API to Better proposals. A trigger fires from one place; an action lands in another.
44API 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.
44API 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.