Check whether a prospect already has a proposal
Get proposal context before reaching out to a researched prospect.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Proposals
Lists all proposals.
Why this helps
A prospect may already be in an active proposal conversation, but that context can be hard to find while researching leads.
- Surfaces proposal records relevant to a prospect research request.
- Helps avoid outreach that ignores an existing proposal conversation.
- Returns a compact review for a 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 compare the prospect details with available proposals and summarize likely matches.
- 4Choose notis_webhook as the trigger and send a prospect research request by HTTP request.
- 5Choose a report channel and test with one real prospect.
Questions about this workflow
Does this workflow change proposal status?
No. It retrieves the proposal list and summarizes relevant context for review.
Can it guarantee a match?
No. It can compare the information returned by the apps, but matching depends on the available prospect and proposal details.
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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No card. Works with personal or business Better proposals.