Make paid proposal review a weekly habit
Get a steady view of proposals that have been paid, then decide whether any internal follow-up remains.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Paid Proposals
Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.
Why this helps
Payment completion can be overlooked when you have to remember to check proposal status across the week.
- See paid proposal activity in a recurring review.
- Keep completed payment status visible.
- Support a consistent internal reconciliation routine.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve paid proposals and summarize the results for weekly review.
- 4Choose a weekly recurring schedule and select where reports should go.
- 5Test with one real example and confirm the report is useful.
Questions about this workflow
Does this record payments elsewhere?
No. It retrieves paid proposals from Better Proposals for review.
Can the report cover a particular week?
The listed action retrieves paid proposals. A date range is not specified, so ask Notis to summarize available results and provide any required period context yourself.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Better proposals. A trigger fires from one place; an action lands in another.
Agent mail triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Get All Currencies
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Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Agent mail 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.