Review signed proposals without hunting through documents
A scheduled summary of signed proposals gives you a simple place to review returned records alongside your ActiveMerge work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Signed Proposals
Lists proposals that have been signed.
Why this helps
Signed proposal information can be scattered across document activity and proposal records, making periodic review easy to skip.
- Create a recurring review of signed proposal records.
- Summarize returned information for a faster scan.
- Keep contract progress visible without opening each record manually.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Better Proposals once in the Notis portal.
- 2Create an automation and describe the signed proposal summary you need.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test the automation against the current signed proposals list.
- 5Review the output and clarify any business context the summary needs.
Questions about this workflow
Does this workflow create or merge a document?
No. It retrieves signed proposal records from Better Proposals. ActiveMerge is the source context, and no document creation action is used here.
Can it report revenue from signed proposals?
Only if the returned proposal information contains the relevant values. Missing fields or business rules must be 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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No card. Works with personal or business Better proposals.