Keep paid proposal activity visible
Bring paid proposal records into a regular review so completed client commitments are easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Paid Proposals
Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.
Why this helps
Paid proposal activity is easy to overlook when client work and business administration compete for attention.
- Review paid proposals on a recurring schedule.
- Bring returned paid proposal information into one report channel.
- Make completed proposal activity easier to include in business reviews.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Better Proposals once in the Notis portal.
- 2Create an automation named Paid proposal review.
- 3In one instruction, ask Notis to retrieve paid proposals and summarize the available details.
- 4Choose a recurring schedule and the channel for run reports.
- 5Test with one real example and confirm the report fits your review.
Questions about this workflow
Does this reconcile payments with a bank or accounting system?
No. It retrieves paid proposals from Better Proposals; it does not compare external payment records.
Can it calculate revenue totals?
It can summarize returned data, but a total is only reliable if the action returns the needed amounts and currency information.
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 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.
2chat and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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