Open the proposal details while reviewing the client
Bring the proposal content and metadata into the same review where you plan the next client step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal
Retrieves the details of a proposal.
Why this helps
Reviewing a client record and proposal separately adds context switches and makes details easier to overlook.
- Retrieve full details for a proposal identified in the request.
- Reduce app switching during a client review.
- Keep the review grounded in the selected proposal record.
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 the Better Proposals proposal specified in the webhook request and summarize its returned metadata and content for the AgencyZoom review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real proposal identifier and verify the returned details.
Questions about this workflow
Does AgencyZoom automatically supply a proposal identifier?
No native AgencyZoom trigger is listed. Ensure the HTTP request that starts the webhook includes the identifier Notis needs.
Does this change the proposal?
No. It retrieves details for the specified proposal.
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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