Follow up with context when a proposal is opened
Know what changed around a prospect before deciding what to do next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Opened Proposals
Lists proposals opened by their recipients.
Why this helps
Opened proposals can sit unnoticed, and researching each company separately adds another task to an already busy day.
- Surface opened proposals in a regular review.
- Add current company context from Agenty.
- Give follow-up decisions a clear starting point.
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 to retrieve opened proposals, research their companies with Agenty, and report proposal references, relevant findings, and source links.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real opened proposal.
Questions about this workflow
Will this send follow-up messages to clients?
No. It retrieves opened proposals and prepares a report for review.
Can it compare company changes over time?
Only if the prior research or baseline is supplied or available to the automation. Otherwise it can report current findings and sources.
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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