Bring paid proposal details into the service kickoff
Start a kickoff with the paid proposal details and relevant website information already gathered into one report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Paid Proposals
Lists proposals that have been paid.
Why this helps
When work begins, teams may need to revisit a proposal and separately research the client's business before they can prepare.
- Retrieve paid proposal information for kickoff preparation.
- Add relevant public details from a client website.
- Call out missing context for the team to confirm.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to inspect the supplied client website with AgentQL, retrieve paid proposals, and prepare a kickoff report with relevant proposal details, public context, and unanswered questions.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real website and paid proposal.
Questions about this workflow
Does this confirm that a client is ready for kickoff?
It reports the paid proposal data returned and relevant website context. Your team decides readiness using its own process.
What if the proposal data does not include the website?
Provide the website in the request, or have the report flag that no website was available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Better proposals. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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