Review paid proposals beside client context
See paid proposal records in a recurring report that includes the Affinity context you provide for each client.
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
Payment outcomes and relationship context can be split across apps, making it harder to review what happened with a client.
- Bring paid proposal records into a recurring client review.
- Compare returned records with relevant Affinity context.
- Make unclear client relationships visible for follow-up.
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 paid proposals and summarize likely client matches using the supplied Affinity context.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with a known paid proposal and review any uncertain match.
Questions about this workflow
Does it update payment or deal information?
No. It retrieves paid proposal records and summarizes them with Affinity context for review.
Will the report include every Affinity client automatically?
Only the Affinity context provided to the automation can be used. Specify which clients or deals should be considered.
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.