Keep proposal volume visible
Get a simple count check on a schedule to make proposal activity easier to notice over time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Count
Tool to retrieve the total count of proposals. use when you need to know how many proposals exist.
Why this helps
Proposal volume can be hard to keep in mind when you are focused on the work behind each client conversation.
- Retrieve the total proposal count on a recurring schedule.
- Add a lightweight volume signal to a regular review.
- Avoid opening the app just to check the count.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Better Proposals once in the Notis portal.
- 2Create an automation named Proposal volume check-in.
- 3In one instruction, ask Notis to retrieve the proposal count and report the returned figure.
- 4Choose a recurring schedule and the channel for run reports.
- 5Test with one real example and confirm the count is clear.
Questions about this workflow
Does this explain why the count changed?
No. The action retrieves a total count. To explain change over time, you need to supply or preserve earlier counts.
Can I start the count check from WhatsApp?
This version uses a recurring Notis schedule. A webhook can be used for a separate on-demand count check.
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.
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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Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
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.
2chat and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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