Review paid proposals and their prospect context
Bring completed payment outcomes and useful lead context into one recurring review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Paid Proposals
Lists proposals that have been paid.
Why this helps
Paid proposals can be overlooked after the immediate follow-up, leaving teams without a clear record of completed wins.
- Surfaces paid proposals on a recurring schedule.
- Adds matching lead research when available.
- Makes completed outcomes easier to review.
Setup
Build it in a few focused steps.
- 1Connect AeroLeads and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3In one instruction, ask Notis to retrieve paid proposals and summarize relevant prospect context where available.
- 4Choose notis_cron and select a recurring schedule.
- 5Choose a report channel and test with one real paid proposal.
Questions about this workflow
Does it reconcile payments with an accounting system?
No. It reviews the paid proposal data returned by Better Proposals and relevant lead research.
What happens when prospect context is unavailable?
The report can note that no relevant research was found.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Better proposals. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.