Review opened proposals with the client context at hand
See opened proposal details beside the relevant facts extracted from the client document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Opened Proposals
Lists proposals opened by their recipients.
Why this helps
An opened proposal can be easy to miss when the supporting client context lives elsewhere.
- Surface opened proposals that may relate to the incoming client.
- Give the owner source context for deciding next steps.
- Keep follow-up decisions with the person responsible.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve opened proposals and compare their returned details with the extracted client context for a review report.
- 4Choose the webhook trigger and a report channel.
- 5Test with a document and an opened proposal you can verify.
Questions about this workflow
Will it contact the client?
No. It prepares a report for the owner; it does not send follow-ups.
Can it determine whether the client opened a proposal because of this document?
No. It can identify possible matches from returned details, but it cannot establish causation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Better proposals. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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