Keep an eye on prospect pages after sending
Notice relevant public page changes while your proposals are out for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sent Proposals
Lists proposals that have been sent.
Why this helps
Manually revisiting prospect websites is easy to postpone when sent proposals need attention too.
- Review sent proposals on a schedule.
- Check specified company pages with Agenty.
- Surface observed changes and source links for human 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 page review.
- 3Tell Notis to retrieve sent proposals and use Agenty to inspect the specified public pages associated with those proposals, reporting observed changes and sources.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one sent proposal and a page with known content.
Questions about this workflow
Can it detect changes from before setup?
Only if an earlier page snapshot or baseline is available. Otherwise it can report current page observations.
Will it send a follow-up when a page changes?
No. It prepares a report so you can decide whether to follow up.
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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