Get a snapshot of your proposal portfolio
Request a compact proposal overview when you need to reset your context or prepare for a planning conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Why this helps
Building a current picture of proposal activity can mean manually collecting information from several views.
- Get an overview from the available proposals list.
- Use a webhook request when a snapshot is useful.
- Reduce manual context gathering before planning.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Better Proposals once in the Notis portal.
- 2Create an automation named Proposal portfolio snapshot.
- 3In one instruction, ask Notis to retrieve all proposals and summarize the returned portfolio information.
- 4Choose a webhook trigger and the channel for run reports.
- 5Test with one real webhook request and check the summary.
Questions about this workflow
Will the action return every proposal in one request?
The action retrieves a paginated list. What is returned depends on its available pagination parameters and data.
Can this compare the current list with last week's list?
Only if you provide or preserve a baseline. The listed action does not itself provide historical comparisons.
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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