Give quotes a regular place in your review routine
Make quote review easier to remember with a scheduled retrieval and a short summary of the returned records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Quotes
Lists all quotes.
Why this helps
Quotes can get overlooked when proposal and document tasks compete for attention throughout the week.
- Bring quote records into a recurring review.
- Summarize returned information for easier scanning.
- Reduce the need to remember a separate manual lookup.
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 quotes summarized.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test the workflow with the current quotes list.
- 5Add pagination preferences or review criteria in your instruction if needed.
Questions about this workflow
Can it retrieve every quote automatically?
The action retrieves a paginated list of quotes. Set the pagination parameters as needed for your account and review.
Can it update a quote?
No. This action retrieves quotes for review and does not update them.
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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