Keep proposal volume visible during campaign planning
A scheduled count gives you a simple checkpoint before planning the next campaign activity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Count
Returns the total number of proposals.
Why this helps
Without a quick count, it takes extra steps to understand the overall volume of proposals in progress or on record.
- Get a scheduled snapshot of the total proposal count.
- Keep a simple proposal volume check alongside campaign planning.
- See the retrieved count in a Notis run report.
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 count review you want.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real run and confirm the count is useful for your planning.
Questions about this workflow
Does this action return a breakdown by campaign?
No. The listed action retrieves the total proposal count. Campaign-level breakdowns are not specified.
Can I use a webhook instead of a schedule?
This workflow is designed as a recurring check. You can create a separate webhook automation if an external system should request a review on demand.
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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