Catch new proposals for affiliate partners
Keep new partnership proposals visible and connect them to the partner context that matters to your team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get New Proposals
Lists newly created proposals.
Why this helps
New proposals can be overlooked when a founder is switching between proposal work and affiliate partner updates.
- Retrieve newly created proposals on a recurring schedule.
- Use supplied affiliate partner context to focus the review.
- Get a compact list of proposals that may need a decision.
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 how to review new proposals against partner context.
- 3Choose a recurring schedule and provide the Adtraction details to consider.
- 4Choose where run reports should go, then test with one real example and verify the review.
Questions about this workflow
Will the automation create a proposal?
No. It retrieves new proposals already in Better Proposals and summarizes them using the context you provide.
Where does affiliate partner context come from?
Provide it in the automation instructions or run context. No Adtraction trigger or data-retrieval action is specified here.
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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