Review prospect signals around sent proposals
Check relevant public updates before choosing your next proposal follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Sent Proposals
Lists proposals that have been sent.
Why this helps
A proposal follow-up can miss a recent company change when prospect research and sent proposal records live in separate tools.
- Bring selected public page findings into proposal review.
- Keep the matching sent proposal visible.
- Make the follow-up decision with fresher context.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the review.
- 3Tell Notis which public pages to inspect with Agenty and to retrieve sent proposals matching the supplied reference, then summarize findings with links.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real prospect and sent proposal reference.
Questions about this workflow
Which websites will Agenty inspect?
Specify the public pages or URLs in the webhook request or automation instruction.
Does this change the proposal status?
No. It retrieves sent proposal records and reports relevant research for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Better proposals. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.