Keep sent proposals from slipping off your list
Get a scheduled view of sent proposals and the client follow-ups they may need.
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
Sent proposals can disappear into the background when follow-up depends on remembering to check another app.
- Create a regular review point for sent proposals.
- Reduce context switching between proposal checks and client work.
- Surface follow-up candidates for a human decision.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3In one instruction, ask Notis to retrieve sent proposals and summarize which may need AgencyZoom client follow-up, noting that no response history is available unless returned.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and check the report against the returned proposals.
Questions about this workflow
Can this determine whether a client replied outside Better Proposals?
Only if that response information is returned by the connected tools or supplied in the instruction. Otherwise the report should state that response history is unavailable.
Can I choose how often it runs?
Yes. Select a recurring schedule when choosing the Notis trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Better proposals. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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