Focus first on proposals clients have opened
Turn opened proposal activity into a short, practical follow-up review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Opened Proposals
Lists proposals opened by their recipients.
Why this helps
It is easy to miss a useful follow-up moment when proposal activity lives away from client records.
- Focus attention on proposals known to be opened.
- Prepare a short list for AgencyZoom follow-up.
- Make recurring review easier to scan.
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 opened proposals and summarize follow-up candidates for AgencyZoom, without assuming recipient intent or response details not returned.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and verify the proposal details in the report.
Questions about this workflow
Does an opened proposal mean the client is ready to proceed?
No. Open status only indicates the proposal was opened. Use the summary as a follow-up aid, not as evidence of intent.
Will this change proposal status?
No. The selected action retrieves opened proposals for review.
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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