Connect Agile CRM to Better proposals
When something happens in Agile CRM, Notis takes the next step in Better proposals. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Agile CRM to Better proposals
Create a Proposal Company from an Agile CRM Lead
Turn a qualified Agile CRM lead into a Better Proposals company record after checking for duplicates.
Review Sent Proposals Against Agile CRM Follow-Up Work
On a schedule, pull sent proposals so Notis can surface follow-up work that aligns with your Agile CRM process.
Check Opened Proposals During an Agile CRM Sales Handoff
Use a webhook to retrieve opened proposals when an Agile CRM sales handoff needs a timely status check.
Prepare a Signed Proposal Recap for Agile CRM
Retrieve signed proposals on a schedule and prepare a concise recap for the CRM process that follows a win.
Find the Right Proposal Template for an Agile CRM Opportunity
Retrieve Better Proposals templates on demand to help choose a starting point for an Agile CRM opportunity.
Get a Digest of New Proposals for Agile CRM Review
Schedule a digest of newly created Better Proposals so the team can reconcile proposal activity with Agile CRM.
Check Available Proposal Companies Before an Agile CRM Handoff
Retrieve Better Proposals companies on demand to help match an Agile CRM contact to the right company record.
Review Paid Proposals for Agile CRM Revenue Handoffs
Schedule a review of paid proposals and prepare a concise handoff for the next Agile CRM or delivery step.
Fetch Proposal Details for an Agile CRM Client Conversation
Retrieve a specific proposal by ID when an Agile CRM conversation needs accurate proposal context.
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Better proposals. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it through Stripe
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Agile CRM and Better proposals
Connect any two apps with Notis in the middle.
Agile CRM and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.