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Report paid proposals from an Adrapid campaign

Connect campaign delivery context to the proposals that have been paid.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Paid Proposals

Lists proposals that have been paid.

Why this helps

Revenue wins can be hard to attribute when the campaign record and proposal status are separated.

  • Focus on confirmed paid proposals
  • Prepare a concise campaign revenue review
  • Avoid manual cross-tool searching

Setup

Build it in a few focused steps.

  • 1Connect Adrapid and Better Proposals once in Notis.
  • 2Create an automation for paid proposal campaign reports.
  • 3Tell Notis to read the supplied Adrapid payload with campaign or client identifiers, retrieve paid proposals, and summarize relevant records without inferring unsupported attribution.
  • 4Choose the webhook trigger and send the Adrapid output.
  • 5Choose a report channel and test with one real campaign payload.

Questions about this workflow

Does this prove campaign attribution?

No. It reports matching paid proposals only when the supplied identifiers support the comparison.

Can it calculate revenue?

It can summarize amounts present in returned proposal data, but missing currency or amount data must be supplied.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Adrapid to Better proposals. A trigger fires from one place; an action lands in another.

Adrapid triggers

Better proposals actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Company

Creates a new company.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Type

Creates a new document type.

ActionInstant

Create Proposal Cover

Creates a proposal cover design.

ActionInstant

Get All Companies

Lists all companies.

ActionInstant

Get All Currencies

Lists all available currencies.

ActionInstant

Get All Document Types

Lists available document types.

ActionInstant

Get All Proposals

Lists all proposals.

ActionInstant

Get All Quotes

Lists all quotes.

ActionInstant

Connect any two apps with Notis in the middle.

Adrapid and Better proposals, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Better proposals.