Carry account context forward after payment
Keep payment confirmation connected to what you know about the client.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Paid Proposals
Lists proposals that have been paid.
Why this helps
After payment, the immediate next step can be unclear if account context and proposal details are scattered.
- Retrieve paid proposal details for a requested account.
- Add current public company context.
- Prepare a concise review for planning the next client conversation.
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 account review.
- 3Tell Notis to retrieve paid proposals matching the supplied reference, research the specified company with Agenty, and prepare a sourced account review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real paid proposal.
Questions about this workflow
Will it initiate a payment or contact the client?
No. It retrieves paid proposal records and prepares an account review.
What if no paid proposal matches?
The report should say no matching record was returned and avoid fabricating a payment status.
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.