Make signed proposal handoffs easier
Carry useful company and proposal context into the next conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Signed Proposals
Lists proposals that have been signed.
Why this helps
Once a proposal is signed, important context can remain scattered across the proposal and browser research.
- Bring signed proposal details into a handoff report.
- Attach relevant public company findings.
- Flag unanswered questions for the next owner.
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 handoff report.
- 3Tell Notis to retrieve signed proposals, research the associated companies with Agenty, and prepare a sourced handoff with known context and unanswered questions.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real signed proposal.
Questions about this workflow
Does it create a client onboarding record?
No. The available action retrieves signed proposals, and the automation prepares a report.
Can the handoff include information not in either app?
Provide that information in the prompt or request. The workflow should label missing details rather than infer them.
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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