See your proposal portfolio in one scheduled overview
Start planning with a clear overview of available proposal records instead of rebuilding context one item at a time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Proposals
Lists all proposals.
Why this helps
A broad portfolio review can consume focus when you have to assemble the current picture manually.
- Retrieve a paginated list of proposals for review.
- Summarize the returned portfolio details on a regular cadence.
- Make campaign planning easier to resume.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Better Proposals once in the Notis portal.
- 2Create an automation that retrieves the proposal list and summarizes the returned portfolio details.
- 3Choose a recurring schedule and report channel.
- 4Test with one real run and check pagination coverage for your account.
Questions about this workflow
Will the summary always cover every proposal?
The action returns a paginated list. Pagination settings and the retrieved pages determine coverage.
Can it identify changes since the prior run?
Not from the listed action alone. A prior snapshot or comparison data would need to be supplied.
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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