Check company context for new proposals
Give new proposal records a quick research pass before they move forward.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get New Proposals
Lists newly created proposals.
Why this helps
New proposal work can begin with incomplete company context, leaving important questions to be discovered later.
- Review new proposal records in one report.
- Spot company details that may need verification.
- Collect relevant research links for the next step.
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 validation review.
- 3Tell Notis to retrieve new proposals, research the associated companies with Agenty, and list supported facts, uncertainties, and source links.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real new proposal.
Questions about this workflow
Does this workflow verify information as fact?
It can report sourced findings and identify details that need confirmation. Review findings before relying on them.
What if company details are absent from a proposal?
The report should identify the missing input instead of guessing which company the proposal refers to.
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
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