Review paid proposals alongside billing details
Give paid proposal checks a regular place and bring extracted billing facts into the 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
Billing cross-checks often wait until someone has time to locate both the proposal and source document.
- Make a recurring review easier to remember.
- Compare returned paid proposal details with supplied billing context.
- Keep matches and unresolved differences clearly separated.
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 paid proposals and compare their returned details with any supplied extracted billing context, noting uncertainty.
- 4Choose a recurring schedule and a report channel.
- 5Test with a known paid proposal and the related billing document context.
Questions about this workflow
Does this confirm an invoice was paid?
No. The action retrieves paid proposals. Comparing a billing document with them does not prove that the document was settled.
Will it change any proposal records?
No. It creates an internal report from retrieved information.
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
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.