Get a sent proposal digest when intake lands
Keep outbound proposals connected to the company context that started the conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Why this helps
Sent proposals often disappear into a list with no clear next action or link to the original intake.
- See sent proposals in a short digest
- Preserve intake context for follow-up
- Make outbound review easier to act on
Setup
Build it in a few focused steps.
- 1Connect 44API and Better Proposals in Notis once.
- 2Create an automation named Sent proposal intake digest.
- 3Tell Notis to validate the incoming 44API context, retrieve sent Better Proposals, and summarize follow-up actions with any available company details.
- 4Pick the 44API webhook as the trigger and choose where run reports should go.
- 5Test with one sent proposal context and confirm the digest.
Questions about this workflow
Will this include only proposals for the incoming company?
Only if the request or returned records contain enough matching company information to filter them.
What happens to sent proposals with no company match?
Notis can list them separately for manual 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
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Create Document Type
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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.