Turn credential milestones into proposal follow-up
A credential milestone can be a useful client touchpoint. See whether that client also has a proposal waiting for a response.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Sent Proposals
Lists proposals that have been sent.
Why this helps
A new credential can arrive while a related proposal sits in a separate tool, easy to overlook during a busy day.
- Find sent proposals that may relate to a credential recipient.
- Get a concise match summary and proposal status in your run report.
- Keep the decision to contact a client in your hands.
Setup
Build it in a few focused steps.
- 1Connect Accredible and Better Proposals once in the Notis portal.
- 2Create an automation and name it for credential milestone follow-up.
- 3Tell Notis to compare each incoming credential event with sent proposals by recipient or company details, and report likely matches with the evidence and uncertainty.
- 4Choose the webhook trigger and arrange for your Accredible event or backend to send the HTTP request to Notis.
- 5Choose a report channel, then test with one real credential event.
Questions about this workflow
Does Accredible start this workflow directly?
Accredible has no listed trigger event here. Notis starts from a webhook, so an external service or custom backend must send the credential event to Notis.
Will Notis send a proposal follow-up?
No. The available Better Proposals action lists sent proposals. Notis reports likely matches for you to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Better proposals. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Company
Creates a new company.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Type
Creates a new document type.
Create Proposal Cover
Creates a proposal cover design.
Get All Companies
Lists all companies.
Get All Currencies
Lists all available currencies.
Get All Document Types
Lists available document types.
Get All Proposals
Lists all proposals.
Get All Quotes
Lists all quotes.
Connect any two apps with Notis in the middle.
Accredible certificates and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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