Keep proposal volume visible with a scheduled count
A recurring count makes it easier to notice the size of your proposal pipeline without manually opening the app.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Count
Returns the total number of proposals.
Why this helps
Without a quick count, it takes extra effort to get a basic sense of proposal volume during a busy week.
- Get the total proposal count in a recurring report.
- Use a quick number as an entry point for a deeper review.
- Avoid manually navigating to the proposal count.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Better Proposals once in the Notis portal.
- 2Create an automation and describe how you want the total count reported.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test the count against a live account example.
- 5If you need a change-over-time comparison, provide a baseline for Notis to use.
Questions about this workflow
Does the count show how many proposals were added this week?
No. The action retrieves the total count. A historical baseline or time-filtered count is not specified by the available action.
Can this workflow summarize proposal details too?
This action returns a total count. Use a proposal list action when you need details for individual 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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