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Notis

Review signed proposals after an Adrapid handoff

Close the loop when campaign work turns into signed business.

Trigger

Webhook received

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

Action

Get Signed Proposals

Lists proposals that have been signed.

Why this helps

Signed outcomes can be missed when creative production and proposal status are reviewed separately.

  • Surface signed outcomes quickly
  • Keep handoff context intact
  • Support cleaner delivery planning

Setup

Build it in a few focused steps.

  • 1Connect Adrapid and Better Proposals once in Notis.
  • 2Create an automation for signed-proposal handoff reviews.
  • 3Tell Notis to read the supplied Adrapid payload with campaign, client, and handoff details, retrieve signed proposals, and summarize relevant records.
  • 4Choose the webhook trigger and send the payload.
  • 5Choose a report channel and test with one signed-outcome example.

Questions about this workflow

Does this update the campaign record?

No. It retrieves signed proposals and reports them for review.

What if the handoff lacks a client identifier?

Notis should ask for the missing identifier or report that the records cannot be matched safely.

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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