Review the quote pipeline
See every active quote and decide what deserves attention next.
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
Quote work gets fragmented across accounts, making pipeline reviews harder than they should be.
- Improve pipeline visibility
- Reduce scattered reviews
- Support faster decisions
Setup
Build it in a few focused steps.
- 1Connect 1Password and Better Proposals in Notis once.
- 2Create an automation that retrieves quotes and summarizes them using the matching account context.
- 3Pick a recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one real quote review.
Questions about this workflow
What does the action return?
It retrieves a paginated list of quotes.
Can the report focus on a subset?
Yes, describe the review criteria in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Better proposals. A trigger fires from one place; an action lands in another.
1password 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 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.
1password 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.