Start the day with a scan of opened proposals
See which proposals have been opened before you decide what to tackle today.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
Checking every proposal manually adds friction to the start of a busy day.
- Bring opened proposal status into a daily routine.
- Review the returned proposal records before choosing next steps.
- Reduce repeated manual checks during the day.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals once in the Notis portal.
- 2Create an automation named Daily opened proposal scan.
- 3In one instruction, ask Notis to fetch opened proposals and summarize the returned results.
- 4Choose a recurring daily schedule and select where run reports should go.
- 5Test with one real example from the opened proposals returned by Better Proposals.
Questions about this workflow
Does an opened status mean the client is ready to sign?
No. It only indicates the proposal is returned as opened; it does not establish the recipient's intent.
Can this send a reminder to the client?
No. It creates a report for your review and does not send a client message.
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.
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No card. Works with personal or business Better proposals.