See new proposals when client work calls for them
Bring newly created proposal records into the client review that needs them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get New Proposals
Lists newly created proposals.
Why this helps
New proposals can be overlooked when a client review requires manually searching another app.
- Retrieve the new proposals list when a review is initiated.
- Surface potentially relevant records for the client discussion.
- Avoid assuming client matches when identifying details are incomplete.
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 new proposals and identify possible matches to the AgencyZoom client in the request, marking uncertain matches for review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client request and verify candidate records.
Questions about this workflow
Will this fetch only one client's proposals?
The action retrieves new proposals. Notis can identify possible matches from returned details and request context, but review uncertain matches.
What starts the workflow?
An HTTP request to the Notis webhook starts it; AgencyZoom does not expose a trigger event in this setup.
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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