Connect project updates to the proposal they affect
When the proposal ID is known, bring its current details beside the relevant AccuLynx project update for a faster review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal
Retrieves the details of a proposal.
Why this helps
Project changes can reach the team without the proposal context needed to understand their client impact.
- Retrieve the full Better Proposals record using a proposal ID supplied in the webhook.
- Summarize relevant AccuLynx project changes beside proposal details.
- Flag missing IDs or unclear project relationships for review.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Better Proposals once in the Notis portal.
- 2Create an automation for proposal detail briefs.
- 3Tell Notis to retrieve the proposal named by the webhook and summarize it with the related project update.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real project update with a known proposal ID and review the brief.
Questions about this workflow
Does the webhook need to include a proposal ID?
Yes. Better Proposals Get Proposal needs a specific proposal ID, so the workflow should report when it is missing.
Will this change the proposal?
No. It retrieves proposal details and prepares a brief for review.
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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