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Start with a clear recap of signed proposals

Review signed proposals in one calm summary and carry the confirmed client context into your next planning session.

Trigger

Recurring schedule

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

Action

Get Signed Proposals

Lists proposals that have been signed.

Why this helps

Signed work can disappear into completed items before its details make it into the next planning session.

  • Collect signed proposals into a single scheduled recap.
  • Carry visible client and proposal context into planning.
  • Make unknown next steps explicit for follow-up.

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 summarize signed proposals and list visible next-step details, marking anything unavailable as unknown.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Run it once with real signed proposals and review the recap.

Questions about this workflow

Does signing automatically create a project or task?

No. The available action retrieves signed proposals. This workflow summarizes returned information in the run report.

Can it connect signed proposals to Abyssale assets?

Only when you supply campaign or asset context that can be matched to the returned proposal details. The available action does not retrieve Abyssale assets.

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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