Give your team a clear view of signed proposals
Turn a campaign handoff into a concise summary of signed proposals, ready for your team to use in its next update.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Signed Proposals
Lists proposals that have been signed.
Why this helps
A signed proposal can be overlooked when the campaign record and the agreement live in separate tools.
- Surface signed proposals when a handoff is requested.
- Summarize confirmed proposal information for the next team update.
- Reduce manual checks across campaign and proposal tools.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Better Proposals once in the Notis portal.
- 2Create an automation that retrieves signed proposals and summarizes confirmed details for a handoff request.
- 3Choose the webhook trigger and where run reports should go.
- 4Test with one real handoff request and check the summary against the proposal.
Questions about this workflow
Does this workflow change proposal or campaign status?
No. It retrieves signed proposals and reports a summary; changing statuses is not included in the listed actions.
Can the summary include information not present in the proposal?
No. The summary is based on the returned proposal data. Supply any additional handoff context in the webhook request.
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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