Turn signed proposals into clear client handoffs
See signed proposals together and prepare the next client handoff with less searching.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Signed Proposals
Lists proposals that have been signed.
Why this helps
A signed proposal can mark a key transition, but the handoff may be delayed when the status is not reviewed.
- Create a regular review of signed proposal records.
- Summarize available details for client handoff.
- Avoid treating a signed status as proof of later work not shown in the data.
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 signed proposals and prepare an AgencyZoom handoff summary using only available details, calling out missing information.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and review the summary before acting on it.
Questions about this workflow
Does this update AgencyZoom records?
No. The selected action retrieves signed proposals and Notis prepares a review summary.
Can it infer project kickoff details?
Only when those details are included in returned data or supplied by you. Otherwise the summary should identify them as missing.
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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No card. Works with personal or business Better proposals.