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Keep proposal volume visible in your planning routine

Get the current proposal count on a schedule and use it as a simple reference point for campaign planning.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Proposal Count

Returns the total number of proposals.

Why this helps

It can be hard to keep a sense of proposal volume when the count lives outside your campaign workspace.

  • Retrieve the total proposal count on a recurring schedule.
  • Keep a simple volume reference in your report channel.
  • Avoid manual navigation for a basic account-wide count.

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 count and reports the returned total.
  • 3Choose a recurring schedule and report channel.
  • 4Test with one real run and confirm the count matches your account.

Questions about this workflow

Does this show the count by campaign?

No. The listed action retrieves the total count of proposals, not counts grouped by campaign.

Can it report growth since last week?

Only if previous count data is supplied or saved elsewhere. The action provides the current total.

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.

TriggerScheduled

Create Company

Creates a new company.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Type

Creates a new document type.

ActionInstant

Create Proposal Cover

Creates a proposal cover design.

ActionInstant

Get All Companies

Lists all companies.

ActionInstant

Get All Currencies

Lists all available currencies.

ActionInstant

Get All Document Types

Lists available document types.

ActionInstant

Get All Proposals

Lists all proposals.

ActionInstant

Get All Quotes

Lists all quotes.

ActionInstant

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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