Connect campaign findings to the proposal pipeline
Bring a campaign report and your proposal list into one review before you decide what to follow up on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Proposals
Lists all proposals.
Why this helps
Campaign learnings can stay disconnected from proposals when reviewing results and client work takes separate sessions.
- Bring campaign analysis into a proposal pipeline review
- Surface proposal entries that may deserve a closer look
- Start the review from an HTTP request when a report is ready
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Instruct Notis to analyze the supplied Adyntel campaign report and retrieve Better Proposals, then summarize relevant pipeline context and uncertainties.
- 4Pick a webhook trigger, then choose where run reports should go.
- 5Test by starting the webhook with one real campaign report and reviewing the returned proposal list.
Questions about this workflow
What starts this workflow?
An HTTP request starts the Notis webhook. Adyntel does not provide a trigger event in this package.
Will it attribute proposal outcomes to campaign performance?
No. It can compare the information provided, but it should not claim causation or infer missing attribution data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Better proposals. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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