Review your proposal pipeline once a week
Bring the current proposal list into a single review you can scan and act on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Why this helps
A full proposal list can be hard to review when you have to reopen it and parse every record from scratch.
- Summarize the proposal records returned by Better Proposals.
- Create a consistent checkpoint for reviewing current proposal activity.
- Spend less time scanning a paginated list manually.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals once in the Notis portal.
- 2Create an automation named Weekly proposal pipeline overview.
- 3In one instruction, ask Notis to fetch proposals and summarize the returned records by their available status details.
- 4Choose a recurring weekly schedule and select where run reports should go.
- 5Test with one real example from the proposal list returned by Better Proposals.
Questions about this workflow
Does this include every proposal in the account?
The action returns a paginated list. Coverage depends on the pagination parameters and results available to the action.
Will it predict which proposals will close?
No. It summarizes returned proposal data and does not provide a forecast or client intent.
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.