Start each review with a digest of new proposals
See newly created proposals in a compact scheduled digest that helps you decide what needs attention during review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get New Proposals
Lists newly created proposals.
Why this helps
New work can be missed when proposal review happens only after someone remembers to check another app.
- Retrieve new proposals as part of a recurring review.
- Summarize returned details in a consistent report.
- Make it easier to notice new proposal activity.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Better Proposals once in the Notis portal.
- 2Create an automation that retrieves new proposals and prepares a concise digest.
- 3Choose a recurring schedule and report channel.
- 4Test with one real run and confirm the items are relevant.
Questions about this workflow
Does the action only return proposals created since the last run?
The action is described as retrieving all new proposals. The listed details do not specify a time window or incremental behavior.
Can it avoid repeating proposals across runs?
That behavior is not specified by the action. Do not assume it tracks prior results unless your automation setup provides that history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Better proposals. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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