See proposal pipeline and account context together
Turn a proposal list into a practical snapshot with company context attached.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Proposals
Lists all proposals.
Why this helps
A list of proposals shows activity but leaves you to research each account before you can prioritize your attention.
- Summarize proposal records in one place.
- Add Agenty findings for selected companies.
- Make it easier to decide which accounts need attention.
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 snapshot.
- 3Tell Notis to retrieve proposals, research only the companies specified in the request with Agenty, and summarize proposal references, account context, and source links.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one request covering a few real proposals.
Questions about this workflow
Can I specify which accounts to research?
Yes. Include the company names or proposal references in the webhook request or instruction.
Does the snapshot rank proposals automatically?
It can organize findings using criteria you provide. Without criteria, it should report the available information without inventing priorities.
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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