Prepare a better-informed proposal brief
Bring prospect research and proposal context together before you start writing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal
Retrieves the details of a proposal.
Why this helps
Switching between browser research and a proposal makes it easy to lose useful context or overlook an important prospect detail.
- Review prospect context alongside the selected proposal.
- Keep research sources attached to the brief.
- Start proposal editing with fewer context switches.
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 give it a clear name.
- 3Tell Notis to use Agenty to research the prospect, retrieve the specified proposal with Better Proposals, and prepare a concise brief with source links.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real prospect and proposal ID.
Questions about this workflow
Does Agenty start this workflow automatically?
No. A Notis webhook starts it. The automation uses Agenty for research after the webhook request arrives.
What proposal details does it retrieve?
It retrieves details for the proposal ID you provide using Better Proposals' Get Proposal action.
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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