Start each day with newly created proposals
A morning digest shows what is new before the day fills up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get New Proposals
Tool to retrieve all new proposals. use after validating credentials when you need only newly created proposals.
Why this helps
New proposals can get buried in the workday, especially when client identity checks live in another tool.
- See new proposals without opening multiple systems
- Prioritize records with verified company context
- Keep morning review short and consistent
Setup
Build it in a few focused steps.
- 1Connect 44API and Better Proposals in Notis once.
- 2Create an automation named Daily new proposal watch.
- 3Tell Notis to retrieve new Better Proposals, use any supplied 44API company context to group them, and summarize the items needing attention.
- 4Pick a daily Notis schedule as the trigger and choose where run reports should go.
- 5Test with one real proposal and confirm the digest format.
Questions about this workflow
Does 44API provide the proposal records?
No. 44API supplies tax and company context; Better Proposals supplies the new proposal list.
Can the digest include a custom priority score?
Only if you provide the scoring rule or baseline. Notis cannot infer missing business history.
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.
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.
44API and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.