Get a quick snapshot of proposal activity
Request a proposal inventory snapshot when you need to orient a sales review without manually opening multiple screens.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Proposals
Lists all proposals.
Why this helps
A quick pipeline check can turn into a time-consuming search across proposal records.
- Create an on-demand proposal overview.
- Make a sales check faster to prepare.
- Clearly distinguish retrieved records from a total count when pagination limits completeness.
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 the proposal list and report the count of returned records with pagination caveats.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and confirm how the result describes its scope.
Questions about this workflow
Is this the same as the total proposal count action?
No. This workflow uses the proposal list and can count returned records. For an account-wide total, use the separate proposal count action.
Can it identify pipeline gaps?
Only if relevant Agile CRM pipeline data is supplied. The proposal list does not include CRM history by itself.
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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No card. Works with personal or business Better proposals.