Bring signed proposals into your deal review
A recurring report connects signed proposal records with the Affinity context you supply, making completed client decisions easier to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Signed Proposals
Lists proposals that have been signed.
Why this helps
Signed proposal information can be separated from the deal context needed for a clean pipeline review.
- Review signed proposal records on a predictable schedule.
- Compare them with the Affinity client or deal context provided.
- Flag likely matches and records that need manual confirmation.
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 signed proposals and compare them with the supplied Affinity deal context, reporting likely matches and uncertain records.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one known signed proposal and confirm the report is accurate.
Questions about this workflow
Does this mark the Affinity deal as won?
No. It reports Better Proposals signed records alongside supplied deal context. The available action list does not include an Affinity update action.
Can it verify the deal match automatically?
It can compare available details, but ambiguous associations should be reviewed by a person.
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.