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Notis

Put a competitor insight beside the relevant proposal

When an Adyntel finding raises a question, quickly gather the selected proposal's available context in the same Notis run.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Proposal

Retrieves the details of a proposal.

Why this helps

It takes extra searching to connect a fresh competitor insight with the proposal you are reviewing.

  • Gather complete details for a selected proposal
  • Keep the insight and proposal context together for review
  • Avoid searching proposal records manually

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.
  • 3Tell Notis to summarize the supplied Adyntel insight and retrieve the specified proposal details, noting any missing or ambiguous context.
  • 4Pick a webhook trigger, then choose where run reports should go.
  • 5Test with one real insight and a valid proposal ID.

Questions about this workflow

Does this workflow find the proposal ID automatically?

The webhook request should include the proposal ID when a specific proposal is needed. Notis should not guess an identifier.

What proposal information is available?

The action retrieves details for a specific proposal. The summary should stay within the content and metadata actually returned.

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.

TriggerScheduled

Create Company

Creates a new company.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Type

Creates a new document type.

ActionInstant

Create Proposal Cover

Creates a proposal cover design.

ActionInstant

Get All Companies

Lists all companies.

ActionInstant

Get All Currencies

Lists all available currencies.

ActionInstant

Get All Document Types

Lists available document types.

ActionInstant

Get All Proposals

Lists all proposals.

ActionInstant

Get All Quotes

Lists all quotes.

ActionInstant

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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