Bring paid proposal records into your completion review
When your ActiveMerge process reaches a review point, look up paid proposals and get a concise summary for your records.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Paid Proposals
Lists proposals that have been paid.
Why this helps
It takes extra attention to connect document workflow milestones with paid proposal records across separate tools.
- Retrieve paid proposal records when a workflow reaches a review point.
- Summarize available details for a quick completion check.
- Keep record review connected to document work.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Better Proposals once in the Notis portal.
- 2Create an automation and describe the paid proposal details to summarize.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Send one real ActiveMerge webhook example to test the review.
- 5Review the returned data and add any completion criteria to your instruction.
Questions about this workflow
Does this workflow process a payment?
No. It retrieves paid proposals from Better Proposals for review.
Can it confirm the payment settled in another system?
No. The selected action only returns paid proposal records. External payment data is not included unless supplied separately.
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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