Get a quick summary of signed proposals
Keep a clear view of signed work without manually checking the proposal dashboard.
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
Signed proposals are a positive milestone, but manually checking for them adds another task to remember.
- Review signed proposal records in one report.
- Keep a record of the proposal details returned by Better Proposals.
- Reduce manual status checks after a relevant event.
Setup
Build it in a few focused steps.
- 1Connect Ably and Better Proposals once in the Notis portal.
- 2Create an automation named Signed proposal summary.
- 3In one instruction, ask Notis to fetch signed 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 mark proposals as signed?
No. It retrieves proposals already returned as signed by Better Proposals.
Can the report include details Better Proposals does not return?
No. Notis can summarize returned data, but missing fields or history must be supplied separately.
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
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.