Keep sent proposals in view with a scheduled review
Get a regular snapshot of sent proposals so you can check the returned proposal information without searching through your document workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sent Proposals
Lists proposals that have been sent.
Why this helps
A sent proposal can slip out of sight when there is no reliable moment to review the list.
- Bring sent proposals into a predictable review routine.
- See proposal data returned by Better Proposals in one run report.
- Reduce the effort of remembering to check the proposals list.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Better Proposals once in the Notis portal.
- 2Create an automation and describe the sent proposal summary you want.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Run it once against the current sent proposals list.
- 5Review the report and refine the summary instruction if needed.
Questions about this workflow
Can it tell me which proposals are overdue?
Only if the returned data includes enough information to support that conclusion. Supply any missing follow-up rules in your instruction.
Does the workflow send follow-up messages?
No. The selected action retrieves sent proposals. It does not send messages or update proposal statuses.
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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