Keep proposal volume visible for agency planning
Get a regular count of proposals without adding another manual check to your planning routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Count
Returns the total number of proposals.
Why this helps
Planning conversations lack a simple current count when proposal volume takes a separate lookup.
- Include the returned proposal count in recurring planning.
- Reduce time spent opening another dashboard for a basic measure.
- Keep trend claims out unless historical counts are available.
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 proposal count and report it for AgencyZoom planning, stating that historical comparison requires prior counts.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and check the reported count.
Questions about this workflow
Will this show whether proposal volume is growing?
Only if historical counts are provided or retained for comparison. The action returns a total count, not necessarily a trend.
Can I run this from an AgencyZoom event?
No AgencyZoom trigger events are exposed here. Use a Notis recurring schedule for this workflow.
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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