Prepare client handoffs with signed proposal context
When a handoff is needed, review the signed proposal and relevant information from the client's website in one report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Signed Proposals
Lists proposals that have been signed.
Why this helps
After a proposal is signed, key commitments and client context can be scattered across a proposal record and the public website.
- Bring signed proposal details into a handoff summary.
- Add relevant public website context using AgentQL.
- Make the next owner less dependent on manual context gathering.
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 signed proposals, and summarize the relevant signed proposal details and public context for a handoff.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real client website and signed proposal.
Questions about this workflow
Will this create a project or task for the new owner?
No. The available Better Proposals action retrieves signed proposals; the automation prepares a handoff report.
What if the signed proposal cannot be matched to the website?
The report should identify that no clear match was found rather than assume the records belong together.
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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No card. Works with personal or business Better proposals.