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Notis

Review proposals marked paid in Better Proposals

A focused paid proposal check can replace another manual dashboard visit.

Trigger

Webhook received

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

Action

Get Paid Proposals

Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.

Why this helps

When payment updates and project planning happen in separate tools, a paid proposal can be easy to miss.

  • See proposals Better Proposals currently reports as paid.
  • Get a compact status summary to inform your next work planning step.
  • Avoid manually revisiting the paid proposal list.

Setup

Build it in a few focused steps.

  • 1Connect Ably and Better Proposals once in the Notis portal.
  • 2Create an automation named Paid proposal check.
  • 3In one instruction, ask Notis to fetch paid 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 reconcile payments with a bank or accounting system?

No. It only retrieves paid proposal records from Better Proposals.

Can I use this for an event-driven review?

Yes. Configure your Ably event flow to make a request to the Notis webhook when you want the review to start.

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.