Connect prospect research with opened proposals
Research a prospect's website with AgentQL, then get a focused view of opened proposals that may relate to the account.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Opened Proposals
Lists proposals opened by their recipients.
Why this helps
Website research and proposal activity live in separate places, making it easy to miss useful context before following up.
- Review relevant website context alongside opened proposal records.
- Reduce manual searching across research and proposal lists.
- Give follow-up decisions a clearer starting point.
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 research the provided website with AgentQL, retrieve opened proposals, and summarize any clear client matches and useful context.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real website and review the matching results.
Questions about this workflow
Does this send a proposal follow-up?
No. This workflow retrieves opened proposals and reports relevant context for you to review.
What starts the automation?
An HTTP request to its Notis webhook starts the run.
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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