Spot new proposals in your scheduled sales review
Bring newly created proposals into a regular review so CRM activity and proposal work stay easier to reconcile.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get New Proposals
Lists newly created proposals.
Why this helps
Proposals created outside a CRM workflow can be missed in the team's regular sales review.
- Surface newly created proposals in a regular digest.
- Make CRM reconciliation part of an existing review habit.
- Avoid claiming to update records when the available action only retrieves data.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Better Proposals once in the Notis portal.
- 2Create an automation in Notis and give it a clear name.
- 3Tell Notis to retrieve new proposals and prepare a digest for comparison with Agile CRM activity.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real digest and confirm the proposal details are useful.
Questions about this workflow
Will this identify which Agile CRM deal each proposal belongs to?
Only when the matching context is available to Notis. The listed Better Proposals action retrieves new proposals but does not supply Agile CRM records.
Can the workflow create follow-up tasks?
The listed Better Proposals actions do not create Agile CRM tasks, so the digest is for review and handoff.
When this happens · Trigger
Do this · Action
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.
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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