Make opened proposals part of your regular follow-up review
Get a scheduled view of proposals recipients have opened, with a concise summary to support your follow-up planning.
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
Opened proposals may not prompt a timely review when proposal activity is separated from campaign routines.
- Retrieve proposals that recipients have opened.
- Prepare a recurring follow-up review summary.
- Keep proposal engagement in view without a manual search.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Better Proposals once in the Notis portal.
- 2Create an automation that retrieves opened proposals and summarizes returned details for review.
- 3Choose a recurring schedule and report channel.
- 4Test with one real run and verify the proposals returned.
Questions about this workflow
Does an opened proposal mean the client is ready to sign?
No. The action identifies opened proposals. It does not reveal intent beyond the returned proposal data.
Will this send a follow-up?
No. It prepares a review summary. The listed actions do not send follow-up messages.
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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