See which opened proposals deserve a closer look
When your ActiveMerge process calls the webhook, retrieve the opened proposals and get a short triage summary based on available details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Opened Proposals
Lists proposals opened by their recipients.
Why this helps
Knowing that proposals were opened is useful, but finding and interpreting the list adds another context switch.
- Bring opened proposal information into a single run report.
- Ask Notis to group or summarize returned details for easier review.
- Keep decisions with you while reducing manual list checking.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Better Proposals once in the Notis portal.
- 2Create an automation and describe how to summarize opened proposals.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Trigger the webhook using one real ActiveMerge example.
- 5Check the returned information and tune the triage instruction.
Questions about this workflow
Can it identify how long a proposal has been open?
Only when the returned proposal information includes the dates needed. If that data is absent, Notis cannot infer it.
Will it change a proposal's status?
No. This workflow uses the action that retrieves opened proposals.
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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