Keep paid proposals visible for the next team handoff
Bring paid proposal activity into a recurring review so the right people can pick up the next CRM or delivery step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Paid Proposals
Lists proposals that have been paid.
Why this helps
Payment completion can be easy to miss when proposal status and CRM follow-through live in separate places.
- Create a dependable review of paid proposals.
- Make completed payment activity easier to hand off.
- Keep summaries tied to data returned by Better Proposals.
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 paid proposals and summarize the available details for a revenue handoff.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real result and confirm the handoff details.
Questions about this workflow
Does a paid proposal indicate all delivery details?
No. The action retrieves paid proposals. Any delivery requirements or CRM context must be supplied separately.
Does this create a CRM task?
No. The available actions do not create Agile CRM tasks; this workflow prepares information for the 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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