Turn signed proposals into a clear project handoff review
See signed proposals beside relevant AccuLynx project details to decide which work needs a kickoff or internal handoff.
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
A signed proposal can be easy to miss when the next project steps need attention in another system.
- Summarize Better Proposals records reported as signed.
- Show related AccuLynx project details when a match is supported.
- Call out missing project context that needs a person to resolve.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Better Proposals once in the Notis portal.
- 2Create a scheduled signed proposal handoff review.
- 3Tell Notis to list signed proposals with clearly matched AccuLynx project context and flag missing handoff details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Review one report against a signed proposal and its project record.
Questions about this workflow
Does a signed proposal automatically create or update an AccuLynx project?
No. This workflow prepares a report from the available records; it does not create or update AccuLynx projects.
What if there is no matching AccuLynx project yet?
Have Notis mark the project context as missing so you can decide how to handle the handoff.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.