Keep sent proposals and next steps in view
See sent proposals beside related work in AccuLynx, then decide which client or project deserves your attention.
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
Sent proposals can disappear from view while project tasks and client follow-ups live somewhere else.
- Review Better Proposals records reported as sent.
- Include related AccuLynx tasks when a client or project match is supported by the available details.
- Get a short list of items that may need a human follow-up decision.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Better Proposals once in the Notis portal.
- 2Create a scheduled sent proposal review.
- 3Tell Notis to summarize sent proposals alongside clearly related AccuLynx tasks and flag possible next steps for your review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Review one report and confirm that it does not treat a suggested next step as a sent follow-up.
Questions about this workflow
Will this send follow-up messages?
No. The available Better Proposals actions do not send follow-ups, so this workflow prepares a review for you.
Can it tell whether an AccuLynx task belongs to a proposal?
It can compare details available in the records, but it should flag uncertain relationships instead of assuming a match.
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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