Prepare follow-ups for clients who opened a proposal
See which proposals clients have opened and get a focused follow-up brief without switching between your campaign and proposal tools.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Opened Proposals
Lists proposals opened by their recipients.
Why this helps
It is easy to miss a good follow-up moment when proposal activity lives outside the campaign workflow.
- Review opened proposals when an ActiveCampaign process requests context.
- Get a concise summary to guide the next human follow-up.
- Keep run reports in a channel you already check.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Better Proposals once in the Notis portal.
- 2Create an automation and describe the outcome: retrieve opened proposals and summarize relevant client context for the incoming follow-up request.
- 3Choose the webhook trigger and the channel for run reports.
- 4Test with one real follow-up request and review the returned proposal details.
Questions about this workflow
Does the workflow send an email to the client?
No. It retrieves opened proposals and prepares context; sending a client message is not part of this workflow.
What starts the automation?
An HTTP request sent to its Notis webhook starts it. Your setup must send the request when the relevant ActiveCampaign process needs proposal context.
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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