Keep the quote portfolio easy to review
A recurring quote review turns a long list into a manageable set of next actions.
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 linger without a clear review rhythm, creating avoidable follow-up gaps.
- Create a dependable quote review rhythm
- Highlight records needing attention
- Reduce forgotten quote follow-ups
Setup
Build it in a few focused steps.
- 1Connect 44API and Better Proposals in Notis once.
- 2Create an automation named Quote portfolio review.
- 3Tell Notis to retrieve the paginated Better Proposals quote list and organize it using any 44API context and review rules you provide.
- 4Pick a recurring Notis schedule as the trigger and choose where run reports should go.
- 5Test with one real quote list response and verify the review.
Questions about this workflow
Can this retrieve every quote at once?
The action is paginated, so Notis can report the returned page and continue according to the pagination details available.
Can it close expired quotes?
No. It is a retrieval and review workflow.
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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Get All Document Types
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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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