Review signed proposals from a webhook request
Make signed proposal activity easier to review with a concise report triggered from your workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Signed Proposals
Tool to retrieve all signed proposals. use when you need to list proposals clients have signed after confirming credentials.
Why this helps
A completed signature can get buried while you are focused on active client conversations and delivery work.
- Bring signed proposal records into a chosen report channel.
- Review completed client decisions without a separate manual lookup.
- Use one webhook request to start the report.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Better Proposals once in the Notis portal.
- 2Create an automation named Signed proposal review.
- 3In one instruction, ask Notis to retrieve signed proposals and summarize the available details.
- 4Choose a webhook trigger and the channel for run reports.
- 5Test with one real webhook request and review the result.
Questions about this workflow
Will this send a WhatsApp message to a client?
No. The workflow retrieves signed proposals from Better Proposals and reports the results through your chosen Notis channel.
Can Notis tell me when a proposal was signed?
It can summarize fields returned by the action. The action's description does not guarantee a particular timestamp field.
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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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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No card. Works with personal or business Better proposals.