Review opened proposals for follow-up
See which proposals have been opened, then decide where a personal follow-up would help.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
It takes attention to remember which prospects have seen a proposal and may be ready for a next step.
- Make opened proposal activity easier to review on a regular cadence.
- Use returned proposal details to inform follow-up decisions.
- Keep the final client follow-up under your control.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Better Proposals once in the Notis portal.
- 2Create an automation named Opened proposal follow-up review.
- 3In one instruction, ask Notis to retrieve opened proposals and summarize details useful for deciding follow-up.
- 4Choose a recurring schedule and the channel for run reports.
- 5Test with one real example and review the summary.
Questions about this workflow
Does this automatically message the prospect?
No. The available action retrieves opened proposals. The report can help you decide whether to follow up.
Does the result show how long a prospect has been considering a proposal?
Only if that information is included in the data returned by the action. No timing field is guaranteed here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Better proposals. A trigger fires from one place; an action lands in another.
2chat 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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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.
2chat and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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