Get a clear brief when a proposal response needs your attention
Send a proposal ID from an ActiveMerge workflow and get the Better Proposals details summarized into a short, actionable brief.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal
Retrieves the details of a proposal.
Why this helps
Proposal updates can get buried between document work and client conversations, leaving the next step unclear.
- See proposal details without switching tools to search manually.
- Get the current proposal information in a concise summary.
- Keep the next action visible while you handle 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 proposal details and summary you want.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Send a proposal ID from one real ActiveMerge example to the webhook.
- 5Review the run report and adjust your instruction if needed.
Questions about this workflow
Does this workflow send a reply to the client?
No. It retrieves proposal details and summarizes them. The available action does not send a client reply.
What should the webhook include?
Include the Better Proposals proposal ID needed to fetch the record. The available action retrieves a proposal by ID.
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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