Spot aging sent proposals during weekly reviews
Keep older sent proposals visible while your team works through risk priorities.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Why this helps
Proposal follow-up slips when aging work is buried under newer requests and separate compliance tasks.
- Surface older sent proposals
- Support focused prioritization
- Reduce dropped follow-ups
Setup
Build it in a few focused steps.
- 1Connect 21risk and Better Proposals in Notis once.
- 2Create an automation that reviews 21risk work and retrieves sent proposals for an aging review.
- 3Choose a recurring Notis cron trigger.
- 4Select the report destination.
- 5Test it with one real weekly review.
Questions about this workflow
Can it define what counts as aging?
Yes. State the age threshold or comparison rule in the automation instruction.
Does Better Proposals provide the needed dates?
The workflow uses dates returned by Better Proposals when available; missing history must be supplied separately.
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.
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.
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.