Review opened proposals with deal context in view
Get a scheduled brief of opened proposal records that may relate to your Affinity deals, with uncertain matches called out.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Opened Proposals
Lists proposals opened by their recipients.
Why this helps
Opened proposals can disappear into a separate app while the next follow-up decision waits.
- See opened proposal records in a recurring review.
- Compare available records with the Affinity context supplied to Notis.
- Keep the output focused on decisions that need your attention.
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 opened proposals, compare them with the supplied Affinity deal context, and report likely matches for review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and check the report before relying on the schedule.
Questions about this workflow
Does this send a follow-up to the client?
No. The available action retrieves opened proposals. The run report can help you decide what to do next.
What Affinity context does it compare?
Provide the deals or client details to consider, or specify the relevant Affinity context in the automation instruction. Missing details should be reported.
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.