Review quotes alongside prospect research
Keep quote follow-through visible with relevant details from your lead research.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Quotes
Lists all quotes.
Why this helps
Quotes and lead research can sit in separate places, making it harder to decide what needs attention.
- Retrieves available quotes on a recurring schedule.
- Surfaces relevant prospect research where found.
- Produces a focused review for follow-through.
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 quotes and summarize relevant prospect research for review.
- 4Choose notis_cron and select a recurring schedule.
- 5Choose a report channel and test with one real quote.
Questions about this workflow
Does it update quote details?
No. It retrieves quotes and prepares a review.
Can it tell whether a quote is overdue?
Only if dates are returned and the instruction specifies the rule for overdue status.
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
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