Bring campaign context to a specific quote review
Get the details of a selected quote alongside campaign learnings before deciding what commercial follow-up is needed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Quote
Retrieves details about a specific quote.
Why this helps
A quote review can lack useful context when the campaign information sits outside the proposal system.
- Retrieve full data for a specified quote
- Bring campaign insights into a focused commercial review
- Call out when details needed for a decision are missing
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.
- 3Ask Notis to retrieve the specified Better Proposals quote and summarize it with supplied Adyntel campaign insights, noting unsupported conclusions and missing information.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one valid quote ID and real campaign findings.
Questions about this workflow
Will the workflow choose or revise a quote?
No. It retrieves quote details and prepares context for your review.
How is the quote selected?
Specify a quote ID in the instruction or request. The action retrieves one quote by ID.
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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