Keep proposal volume visible
Get a simple proposal count during your recurring affiliate review, with the context your team supplies.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Count
Returns the total number of proposals.
Why this helps
It takes extra navigation to answer a basic pipeline question when proposal volume is reviewed alongside partner performance.
- Retrieve the total proposal count on a recurring schedule.
- Pair the count with partner context you provide for the review.
- Make a basic pipeline measure easy to include in a regular update.
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-volume snapshot.
- 3Choose a recurring schedule and supply any Adtraction context for the reporting period.
- 4Choose where run reports should go, then test once and confirm the count is clear.
Questions about this workflow
Does this show proposal counts by partner?
The action retrieves the total count of proposals. It does not specify a partner-level breakdown.
Can it calculate growth since the previous run?
Only if the earlier count is provided or retained in available run context. No historical baseline is specified by this action.
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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