Keep paid proposals visible in your campaign review
Bring paid proposal details into a recurring review so confirmed work does not disappear from your campaign context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Paid Proposals
Lists proposals that have been paid.
Why this helps
Paid proposals may be recorded in a separate tool, making it harder to include them in a regular campaign review.
- Retrieve paid proposals on a chosen schedule.
- Summarize available details for a regular review.
- Reduce manual lookups when preparing campaign context.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Better Proposals once in the Notis portal.
- 2Create an automation that retrieves paid proposals and summarizes the returned details.
- 3Choose a recurring schedule and report channel.
- 4Test with one real run and compare the summary with Better Proposals.
Questions about this workflow
Does this calculate revenue totals?
The listed action retrieves paid proposals. Any total should only be reported if the returned data includes the necessary amounts and currency details.
Will it update ActiveCampaign records?
No. The listed Better Proposals action retrieves paid proposals; it does not update ActiveCampaign records.
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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