Review proposal details before prospect follow-up
Understand the existing proposal before deciding how to approach a researched lead.
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
Following up without checking the proposal history can lead to missed context or confusing outreach.
- Retrieves complete details for a selected proposal.
- Compares available proposal context with supplied prospect research.
- Supports a better informed follow-up decision.
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 the selected proposal and summarize relevant context beside the supplied prospect research.
- 4Choose notis_webhook and send the proposal identifier and lead request through an HTTP request.
- 5Choose a report channel and test with one real proposal.
Questions about this workflow
Does it send a message to the prospect?
No. It provides proposal context for a follow-up decision.
Does it search all proposals for a match?
No. This action retrieves a specific proposal by ID.
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.