See which opened proposals connect to active project work
Start the day with opened proposals and the project context that helps you decide what needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Opened Proposals
Lists proposals opened by their recipients.
Why this helps
Checking proposal activity and project progress in separate places makes client follow-up easy to lose among other work.
- Summarize proposals reported as opened by Better Proposals.
- Relate a proposal to AccuLynx project information when the client or project match is clear.
- Highlight ambiguous matches and questions that need a decision.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Better Proposals once in the Notis portal.
- 2Create a scheduled opened proposal review.
- 3Tell Notis to summarize opened proposals and include clearly matched AccuLynx project context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Review one report and confirm that its client and project matches make sense.
Questions about this workflow
Does an opened proposal mean the client is ready to sign?
No. The workflow reports the opened status provided by Better Proposals; it does not infer intent.
What happens when the project match is unclear?
Ask Notis to flag the proposal and show the available details without guessing at a project.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Better proposals. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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