See which proposals have been opened after a campaign milestone
Check recipient engagement in Better Proposals as part of your ActiveTrail campaign follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Opened Proposals
Lists proposals opened by their recipients.
Why this helps
You may know a campaign milestone has passed but still need to check proposal engagement separately.
- Bring opened proposal information into a timely campaign review.
- Avoid manually checking the opened proposals list each time.
- Use the run report to identify which records deserve a closer look.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Better Proposals once in the Notis portal.
- 2Create an automation and describe how you want opened proposals reviewed.
- 3Choose the webhook trigger and arrange for your campaign system or backend to send the request.
- 4Choose where Notis should send run reports.
- 5Test with one real campaign milestone and verify the returned records.
Questions about this workflow
What does the opened proposals action return?
It retrieves the list of opened proposals. Notis can summarize the returned information in the run report.
Can it tell whether a particular ActiveTrail contact opened a proposal?
Only if the returned proposal data and the information supplied with the webhook are sufficient to make that connection. The available action does not promise contact matching.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Better proposals. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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