Check quote context against its sources
Review quote details with the source information that informed them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Quote
Retrieves details about a specific quote.
Why this helps
Quote reviews can become a hunt for the source pages and assumptions behind each detail.
- Retrieve a specified quote for review.
- Check provided source pages with Agenty.
- Highlight discrepancies and details needing confirmation.
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 quote review.
- 3Tell Notis to retrieve the specified quote, inspect its supplied source pages with Agenty, and report supported details, discrepancies, and questions without changing the quote.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real quote and its source pages.
Questions about this workflow
Does it edit quote line items?
No. It retrieves the quote and reports findings for review.
Can it validate prices from external websites?
It can inspect the sources you provide, but any comparison needs clear matching products, dates, and currency information.
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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