See proposal records alongside an Affinity deal
Review the deal and its proposal context together, with a short summary of likely related Better Proposals records.
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
Switching apps to reconstruct proposal history breaks focus during a deal review.
- Bring proposal records into an Affinity deal review.
- Summarize likely matches from the returned proposal list.
- Flag uncertain matches for a quick human check.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Better Proposals once in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to fetch the Better Proposals list and summarize records that appear related to the supplied Affinity deal.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real deal and verify any proposed matches.
Questions about this workflow
Does this retrieve complete proposal content?
This workflow uses the paginated proposals list. Use a specific proposal ID and the proposal detail action when complete metadata or content is needed.
Can it prove a proposal belongs to the deal?
Only when the returned details support the match. Notis should label uncertain matches rather than present them as confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Better proposals. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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