Review paid proposals with partner context
Keep paid partnership proposals visible alongside the Adtraction context you want your team to consider.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Paid Proposals
Lists proposals that have been paid.
Why this helps
Paid proposals can disappear from the follow-up routine before someone checks related partner details or next steps.
- Retrieve paid proposals on a recurring schedule.
- Create a review checklist grounded in the Adtraction details you provide.
- Make paid partner agreements easier to revisit without searching manually.
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 paid-proposal review.
- 3Choose a recurring schedule and provide the Adtraction context needed for reconciliation.
- 4Choose where run reports should go, then test with one real example and check the resulting checklist.
Questions about this workflow
Does this reconcile Adtraction payments with proposal payments?
No payment data retrieval from Adtraction is specified. The automation can use Adtraction details you provide and retrieve paid proposals from Better Proposals.
Can it mark a proposal as reconciled?
No. The selected action retrieves paid proposals; the workflow creates a report for a person to review.
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
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