Review sent proposals for weather-related delivery risks
Get a single portfolio view of sent proposals that may need attention as conditions change.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sent Proposals
Lists proposals that have been sent.
Why this helps
When several proposals are out with clients, it is hard to remember which ones depend on weather-sensitive plans.
- Review sent proposals together instead of opening them one by one.
- Bring supplied weather information into the review of relevant commitments.
- Identify items that may merit a manual client conversation.
Setup
Build it in a few focused steps.
- 1Connect AccuWeather and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve sent proposals and summarize possible weather-related timing or delivery concerns using the forecast details supplied for the run.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with sent proposals and forecast information for a relevant location.
Questions about this workflow
Can the workflow monitor AccuWeather by itself?
No. This setup uses a Notis schedule, and no AccuWeather event is listed. Provide the forecast information in the run context or webhook-fed data source.
Does the workflow change proposal status or contact clients?
No. It retrieves sent proposals and provides a summary for your review. Client follow-up remains a separate decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AccuWeather to Better proposals. A trigger fires from one place; an action lands in another.
AccuWeather 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.
AccuWeather and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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