Keep useful public account context with paid proposals
Bring relevant public milestones into your account review after a proposal is paid.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Paid Proposals
Lists proposals that have been paid.
Why this helps
Useful company announcements can go unnoticed after the proposal stage, especially when account reviews happen irregularly.
- Review paid proposal references in one report.
- Collect public milestones from pages you specify.
- Keep findings linked to their sources for later review.
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 roundup.
- 3Tell Notis to retrieve paid proposals, inspect specified company pages with Agenty, and report relevant public milestones with proposal references and source links.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one paid proposal and a relevant company page.
Questions about this workflow
Can it track every company on its own?
It can use company references available in the returned records and pages you specify. Resolve ambiguous records before relying on the roundup.
Will it create a new account or proposal?
No. It retrieves paid proposals and prepares a report.
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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No card. Works with personal or business Better proposals.