Keep paid proposal outcomes visible in account reviews
Bring paid proposals into your regular client review with a concise summary of available details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Paid Proposals
Lists proposals that have been paid.
Why this helps
Paid proposal outcomes can be hard to include in account reviews when they require a separate manual lookup.
- Bring paid proposal records into a scheduled account review.
- Reduce manual lookups across client tools.
- Keep the summary limited to fields that are actually returned.
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 paid proposals and summarize relevant available details for AgencyZoom account review, noting any missing context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the summary is grounded in the result.
Questions about this workflow
Does a paid proposal guarantee the invoice was settled?
This workflow relies on the paid proposal status returned by Better Proposals and does not verify separate accounting records.
Does it update client records?
No. It retrieves paid proposals and produces a review summary.
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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