Review the proposal connected to a partner update
Bring the full details of a specific proposal into the moment a partner update needs your attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal
Retrieves the details of a proposal.
Why this helps
Finding the right proposal during a partner review adds avoidable searching and context switching.
- Retrieve full metadata and content for a specific proposal.
- Include the Adtraction context that prompted the review.
- Keep the lookup focused by supplying the proposal ID in the webhook request.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the proposal detail review.
- 3Choose a webhook trigger and include the relevant partner update and proposal ID in the request.
- 4Choose where run reports should go, then test with one real proposal ID and inspect the returned details.
Questions about this workflow
How does the automation know which proposal to retrieve?
The webhook request must supply the Better Proposals proposal ID. This action retrieves one proposal by ID.
Does Adtraction provide the proposal ID?
That is not specified. Include a valid proposal ID in the webhook request or provide it in the run context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Better proposals. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction 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.