Keep sent proposals visible during pipeline review
See sent proposal records with relevant Affinity deal context in a focused recurring review report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sent Proposals
Lists proposals that have been sent.
Why this helps
A proposal marked sent may need attention while the matching deal sits elsewhere in your workflow.
- Include sent proposal records in a pipeline review.
- Summarize likely client and deal associations from available information.
- Highlight missing context rather than assume a next step.
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 sent proposals and summarize likely matches against the supplied Affinity pipeline context.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and confirm the report distinguishes matches from uncertain records.
Questions about this workflow
Will this send reminders to proposal recipients?
No. It retrieves sent proposals and reports information for your review.
What if an Affinity deal has no matching proposal?
Notis can report that no likely match was found in the returned data, while noting that the comparison may be limited by missing identifying details.
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.