Keep signed proposals visible in a recurring digest
Review signed proposals in a compact scheduled summary and bring confirmed agreements into the right campaign conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Signed Proposals
Lists proposals that have been signed.
Why this helps
Signed agreements can get lost between campaign work and the next operational handoff.
- Retrieve signed proposals on a recurring schedule.
- Summarize available agreement details for review.
- Make confirmed work easier to carry into the next handoff.
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 returned details for handoff review.
- 3Choose a recurring schedule and report channel.
- 4Test with one real run and verify the signed proposal information.
Questions about this workflow
Does this update a deal in ActiveCampaign?
No. The listed action retrieves signed proposals. Updating ActiveCampaign deals is not part of this package's available target actions.
Can the summary include the next owner?
Only if ownership information is returned or supplied in your workflow context. The listed action does not specify an owner field.
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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