Review sent proposals against your Adrapid export
Keep sent proposals visible during recurring campaign operations.
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
Recurring campaign work creates follow-up obligations that are easy to lose after the initial send.
- Create a repeatable review habit
- See sent proposals beside campaign context
- Reduce dropped follow-ups
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Better Proposals once in Notis.
- 2Create an automation for scheduled sent-proposal reviews.
- 3Tell Notis to use the Adrapid export supplied with each run, retrieve sent proposals, and summarize records needing attention.
- 4Choose a recurring schedule and provide the Adrapid export when the run starts.
- 5Choose a report channel and test with one real export.
Questions about this workflow
Where does the Adrapid data come from on each run?
A person or backend must provide the current Adrapid export or webhook payload for that scheduled run.
Does the workflow assume a follow-up date?
No. Any deadline or priority must be present in the supplied payload or clearly stated by you.
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.
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.
Adrapid 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.