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Keep opened proposals from slipping off your radar

Get one scheduled view of opened proposals so you can decide which client conversations need attention.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Opened Proposals

Lists proposals opened by their recipients.

Why this helps

Checking proposal engagement across a busy week can leave promising conversations buried in the queue.

  • Gather opened proposals in one scheduled report.
  • Prioritize follow-up using returned proposal details.
  • Keep follow-up decisions visible without repeatedly checking the app.

Setup

Build it in a few focused steps.

  • 1Connect Abyssale and Better Proposals once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to review opened proposals and summarize the records that may need follow-up, noting when timing details are unavailable.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Run it once against real proposals and review the report.

Questions about this workflow

Does it send follow-up messages?

No. This workflow retrieves opened proposals and reports them for your review. It does not send messages.

Can it know how long a proposal has been open?

Only if that information is included in the data returned by Better Proposals. The report should identify missing timing details rather than assume them.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Abyssale to Better proposals. A trigger fires from one place; an action lands in another.

Abyssale triggers

Better proposals actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Company

Creates a new company.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Document Type

Creates a new document type.

ActionInstant

Create Proposal Cover

Creates a proposal cover design.

ActionInstant

Get All Companies

Lists all companies.

ActionInstant

Get All Currencies

Lists all available currencies.

ActionInstant

Get All Document Types

Lists available document types.

ActionInstant

Get All Proposals

Lists all proposals.

ActionInstant

Get All Quotes

Lists all quotes.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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