Review signed proposals alongside credential activity
Get a scheduled reconciliation report that helps you spot clients whose proposal and credential milestones may need attention.
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 and credential activity are tracked separately, so a useful client update or handoff can slip through.
- Review the signed proposal list on a regular cadence.
- Highlight likely overlaps using credential data made available to the automation.
- Get an exceptions list when client details are missing or do not line up.
Setup
Build it in a few focused steps.
- 1Connect Accredible and Better Proposals once in the Notis portal.
- 2Create an automation for a recurring signed proposal and credential review.
- 3Tell Notis what credential records or event history it can use, and ask it to compare those with signed proposals and report matches and gaps.
- 4Choose a recurring schedule as the trigger.
- 5Choose a report channel and test with one real proposal and credential example.
Questions about this workflow
Can Notis retrieve Accredible records on its own in this workflow?
No Accredible trigger or retrieval action is listed here. Make the relevant credential records available to the automation or provide them through an external process.
Will this change a signed proposal?
No. The available action retrieves signed proposals. The workflow produces a review report.
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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