Keep paid proposal records easy to reconcile
A recurring paid list gives you a clean checkpoint for completed proposal work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Paid Proposals
Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.
Why this helps
Paid proposals are easy to overlook when tax verification and revenue review happen in separate routines.
- Create a repeatable paid proposal checkpoint
- Group results with available company details
- Reduce manual reconciliation work
Setup
Build it in a few focused steps.
- 1Connect 44API and Better Proposals in Notis once.
- 2Create an automation named Paid proposal reconciliation.
- 3Tell Notis to retrieve paid Better Proposals, add any supplied 44API company context, and summarize records needing reconciliation.
- 4Pick a recurring Notis schedule as the trigger and choose where run reports should go.
- 5Test with one real paid proposal and review the reconciliation output.
Questions about this workflow
Does this calculate revenue totals?
Only when Better Proposals returns the needed amounts and currency data. Otherwise Notis identifies what is missing.
Can it change payment status?
No. The selected action retrieves paid proposals for review.
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
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No card. Works with personal or business Better proposals.