Skip to content
Notis

See which proposals recipients have opened

Turn a relevant Ably event into a focused view of opened proposals.

Trigger

Webhook received

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

Action

Get Opened Proposals

Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.

Why this helps

It is easy to lose track of which proposals have been viewed when updates are spread across tools.

  • Get an at-a-glance list of opened proposals.
  • Keep proposal review close to the event that prompted it.
  • Make it easier to decide what deserves a personal follow-up.

Setup

Build it in a few focused steps.

  • 1Connect Ably and Better Proposals once in the Notis portal.
  • 2Create an automation named Opened proposal review.
  • 3In one instruction, ask Notis to fetch opened proposals and summarize the returned status details.
  • 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

Can this tell me when a specific recipient opened a proposal?

It can summarize the data returned by the opened proposals action. Specific recipient details depend on what Better Proposals returns.

Will Notis send a follow-up?

No. This workflow reports opened proposals so you can decide on any follow-up yourself.

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.

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.

Ably and Better proposals, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.