Give each new proposal a quick intake review
Let an ActiveMerge webhook prompt a lookup of new proposals, then ask Notis to organize the returned details for your review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get New Proposals
Lists newly created proposals.
Why this helps
New proposal records compete with document tasks and client requests, so intake can become another item to remember.
- Use an existing ActiveMerge webhook to start a proposal lookup.
- Review new proposal details in a concise run report.
- Surface missing context for you to resolve before taking action.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Better Proposals once in the Notis portal.
- 2Create an automation and describe the new proposal intake summary.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Send a webhook using one real ActiveMerge example.
- 5Review the report and add any intake criteria to your instruction.
Questions about this workflow
Can it create a proposal from an ActiveMerge document?
No. The available Better Proposals actions do not include creating a proposal. This workflow retrieves the new proposals list.
Can it classify proposals by service or client?
Notis can summarize returned fields when they are present. Specify your classification rules, and provide any context the proposal data does not include.
When this happens · Trigger
Do this · Action
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.
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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