See opened proposals with device context
Bring a client's device signal into the same review as proposals recipients have opened.
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
Opened proposals can be easy to lose track of when a client conversation also depends on changing device data.
- See opened proposal records with the incoming device context.
- Summarize relevant client and project details for a quick review.
- Reduce the effort of reconciling proposal and telemetry updates.
Setup
Build it in a few focused steps.
- 1Connect Adafruit IO and Better Proposals once in Notis.
- 2Create an automation named Opened proposals device context.
- 3Tell Notis to summarize the webhook's client or project context alongside relevant opened proposals.
- 4Pick the webhook trigger and configure the sender to make an HTTP request to Notis when context is ready.
- 5Choose where run reports go, then test with one real payload and review the summary.
Questions about this workflow
What device data does Notis receive?
The webhook sender must include the relevant Adafruit IO values and any client or project context needed to identify related proposals.
Does this mark proposals as followed up?
No. The available action retrieves opened proposals but does not update proposal statuses or send messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adafruit IO to Better proposals. A trigger fires from one place; an action lands in another.
Adafruit IO 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.
Adafruit IO 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.