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Notis

Check sent proposal status from WhatsApp

Ask for a quick proposal status check and get the current sent proposal list in your chosen report channel.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Sent Proposals

Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.

Why this helps

Checking proposal progress often means stopping a conversation and opening another tool just to find out what has been sent.

  • Review sent proposals without switching into Better Proposals.
  • Get a concise report after a webhook request starts the automation.
  • Keep proposal status checks in an existing work rhythm.

Setup

Build it in a few focused steps.

  • 1Connect 2chat and Better Proposals once in the Notis portal.
  • 2Create an automation named WhatsApp proposal status check.
  • 3In one instruction, ask Notis to retrieve sent proposals and summarize their available details.
  • 4Choose a webhook trigger and the channel for run reports.
  • 5Test with one real webhook request and review the report.

Questions about this workflow

Does 2chat provide a native trigger for this automation?

No. Start it with a Notis webhook request; 2chat has no listed trigger events.

Can it change a proposal's status?

No. The available Better Proposals action here retrieves sent proposals; it does not update them.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Company

Tool to create a new company. use after confirming the company does not already exist.

ActionInstant

Create Document Type

Tool to create a new document type. use after confirming the desired type name does not already exist.

ActionInstant

Create Proposal Cover

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.

ActionInstant

Get All Companies

Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.

ActionInstant

Get All Currencies

Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.

ActionInstant

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.

ActionInstant

Get All Proposals

Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.

ActionInstant

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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No card. Works with personal or business Better proposals.