Know when a credential recipient has opened a proposal
Bring the credential event and proposal activity together in one short report, with possible matches clearly identified.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Opened Proposals
Lists proposals opened by their recipients.
Why this helps
Recipient details and proposal activity live in different places, making timely context hard to assemble.
- Check the opened proposal list when an Accredible event arrives.
- Summarize likely matches using the recipient or organization details in the webhook.
- See when the provided details are not enough to confidently match a record.
Setup
Build it in a few focused steps.
- 1Connect Accredible and Better Proposals once in the Notis portal.
- 2Create an automation for checking opened proposals against credential recipients.
- 3In one instruction, ask Notis to compare webhook recipient details with opened proposals and report matches, evidence, and ambiguities.
- 4Select the webhook trigger and have your external service send the Accredible event to Notis.
- 5Choose where run reports go and test with one real event.
Questions about this workflow
What information should the webhook include?
Include the recipient or organization details your external service provides. Notis can only compare the details it receives with proposal data returned by Better Proposals.
Does this mark a proposal as opened?
No. The action retrieves proposals that are already opened; it does not change proposal status.
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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