Reconcile new proposals with your deal pipeline
A recurring check brings new proposal records together with the Affinity context you provide, so likely gaps are easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get New Proposals
Lists newly created proposals.
Why this helps
New proposal activity can be missed when it is disconnected from the deal pipeline review.
- Review newly created proposals in a scheduled run.
- Identify likely links to the deal context you supply.
- Surface unmatched records for a human decision.
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 new proposals and compare them with the supplied Affinity deal context, reporting likely links and unmatched records.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and review how unmatched records are presented.
Questions about this workflow
Does the new proposals action return all proposal content?
It retrieves the new proposals list. For complete metadata or content, use the proposal detail action when a specific ID is available.
Can it update Affinity deals?
No. The available target actions here retrieve Better Proposals data or create selected Better Proposals records. This workflow reports likely associations.
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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No card. Works with personal or business Better proposals.