Get a clear brief on new proposals from an Ably request
A new proposal request can start the review without sending you into another dashboard.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get New Proposals
Tool to retrieve all new proposals. use after validating credentials when you need only newly created proposals.
Why this helps
New proposals can get overlooked when they arrive while you are focused on other work.
- Review newly created proposals in one concise report.
- Reduce the time spent switching between event alerts and proposal lists.
- Surface the proposal details returned by Better Proposals for a quick review.
Setup
Build it in a few focused steps.
- 1Connect Ably and Better Proposals once in the Notis portal.
- 2Create an automation named New proposal intake brief.
- 3In one instruction, ask Notis to fetch new proposals and summarize the returned results.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real Ably request that starts the automation.
Questions about this workflow
Does this create or send a proposal?
No. It fetches new proposals and summarizes the returned results. The available Better Proposals action does not create or send proposals.
What starts the automation?
A request to the Notis webhook starts it. Use your Ably event flow to make that request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Better proposals. A trigger fires from one place; an action lands in another.
Ably 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.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
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.
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.
Ably 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.