Review proposal details without losing deal context
Bring a specific proposal into the deal conversation with a concise summary of the details Better Proposals returns.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal
Retrieves the details of a proposal.
Why this helps
Proposal context and deal notes live in separate places, making it harder to review them together.
- Fetch a proposal by its known ID.
- Summarize returned metadata and content alongside deal context.
- Call out information the proposal response does not provide.
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 retrieve the supplied Better Proposals ID and summarize its details with the provided Affinity deal context.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real proposal ID and confirm the returned details are useful.
Questions about this workflow
Where does the proposal ID come from?
Provide a known Better Proposals ID in the webhook request or the instruction context. This workflow does not discover an ID on its own.
Can it change the proposal?
No. It retrieves and summarizes proposal details for review.
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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