Check signed client proposals after assigned risk actions
Give assigned risk work a fast check for signed client commitments.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Signed Proposals
Tool to retrieve all signed proposals. use when you need to list proposals clients have signed after confirming credentials.
Why this helps
Assigned actions can stall when the owner must manually search proposal records for confirmation.
- Reduce lookup work for action owners
- Support faster confirmation
- Keep assigned work moving
Setup
Build it in a few focused steps.
- 1Connect 21risk and Better Proposals in Notis once.
- 2Create an automation that retrieves signed proposals when a 21risk action asks for client confirmation.
- 3Choose the Notis webhook trigger.
- 4Choose where the report should be delivered.
- 5Test it with one real assigned action.
Questions about this workflow
Can it identify a specific client?
Yes. Include the client or proposal reference in the webhook request or automation instruction.
Will it mark the 21risk action complete?
No. It reports the signed proposal information for the owner to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Better proposals. A trigger fires from one place; an action lands in another.
21risk triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
21risk 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.