Add proposal volume to your credential activity review
See the current proposal count alongside credential activity you make available, in one scheduled summary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Count
Returns the total number of proposals.
Why this helps
A founder may review credentials and proposal pipeline separately without an easy snapshot of both.
- Retrieve the total proposal count on a schedule.
- Combine it in a report with credential activity data available to Notis.
- Keep a lightweight recurring review in one report channel.
Setup
Build it in a few focused steps.
- 1Connect Accredible and Better Proposals once in the Notis portal.
- 2Create an automation for a recurring proposal and credential activity snapshot.
- 3In one instruction, ask Notis to retrieve the proposal count and summarize it with the credential activity data you provide.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports go and test with one real example.
Questions about this workflow
Does the proposal count show a trend?
The listed action returns a total count. To describe change over time, Notis needs prior counts or a baseline supplied to it.
Can the workflow include Accredible activity automatically?
Accredible has no trigger or retrieval action listed here. The relevant activity must be made available to Notis through your process.
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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