Connect ActiveMerge to Better proposals
When something happens in ActiveMerge, Notis takes the next step in Better proposals. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from ActiveMerge to Better proposals
Turn a proposal response into a clear next step
When ActiveMerge sends a webhook with a proposal ID, fetch the proposal details and summarize its status, client response, and next action.
Review sent proposals on a schedule
On a schedule, retrieve the sent proposals list and summarize items that may need your attention, using only the information returned.
Triage opened proposals from an ActiveMerge webhook
Use a webhook to retrieve opened proposals and summarize the returned details so you can decide which client conversation to revisit.
Keep a scheduled view of signed proposals
Retrieve signed proposals on a recurring schedule and summarize the returned records for a quick business review.
Review new proposals when ActiveMerge signals work
When ActiveMerge sends a webhook, retrieve new proposals and summarize their returned details for a quick intake review.
Get a scheduled proposal portfolio snapshot
On a recurring schedule, retrieve the proposals list and summarize the records returned for a quick portfolio scan.
Pull template context into an ActiveMerge workflow
When an ActiveMerge webhook includes a selected template ID, retrieve its details and summarize the available template context.
Build a scheduled proposal template catalog
Retrieve the available Better Proposals templates on a schedule and summarize them for easier selection during document work.
Find the right client company before proposal work
Use an ActiveMerge webhook to retrieve available companies and summarize matching records for your review before proposal preparation.
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Better proposals. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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Inbox
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect ActiveMerge and Better proposals
Connect any two apps with Notis in the middle.
ActiveMerge and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.