Review proposals when an ActiveTrail campaign milestone arrives
Bring campaign context and your current proposal list together in one timely review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Proposals
Lists all proposals.
Why this helps
Campaign follow-up and proposal tracking live in separate places, making it easy to miss a timely next step.
- Review the proposal list when an external campaign milestone occurs.
- Reduce the need to switch between campaign and proposal tools.
- Get a run report that highlights records needing your attention.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Better Proposals once in the Notis portal.
- 2Create an automation and describe the proposal review you want in one instruction.
- 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 review the result.
Questions about this workflow
Does ActiveTrail provide a native trigger for this workflow?
No. ActiveTrail has no trigger events listed here. Notis starts this workflow when an HTTP request reaches its webhook.
Will this create or send a proposal?
No. The available action retrieves the proposal list. This workflow can summarize relevant records in its run report, but it cannot create or send proposals.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.