Review sent proposals during your weekly campaign check
Make proposal follow-up part of a predictable review, so sent proposals are easier to keep in view.
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
Sent proposals can disappear into a separate tool and be forgotten during a busy week.
- Put sent proposal review on a predictable schedule.
- See the sent proposal list without opening another app.
- Use a report to identify follow-up items for your own review.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Better Proposals once in the Notis portal.
- 2Create an automation and describe the sent proposal review you want.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real run and review the sent proposals returned.
Questions about this workflow
Does this workflow send follow-up messages?
No. The available action retrieves sent proposals. The run report can help you decide what to follow up on, but it does not send messages.
Does the schedule need ActiveTrail to trigger it?
No. Notis starts this workflow on the schedule you choose. ActiveTrail is the connected source app in this workflow pair, but no ActiveTrail event is available as a trigger.
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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