Keep sent proposals from slipping off your follow-up list
Get a scheduled view of proposals already sent, with a short next-action summary you can use alongside your Agile CRM pipeline.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sent Proposals
Lists proposals that have been sent.
Why this helps
Sent proposals can disappear into a separate tool, making it easy to miss the next sales touchpoint.
- Consolidate sent proposals into a repeatable review.
- Reduce the effort of checking proposal status across tools.
- Give the team a focused list to compare with its CRM follow-up work.
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 sent proposals and prepare a concise follow-up review without assuming unavailable CRM history.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real review and confirm the report is useful.
Questions about this workflow
Does this workflow change proposal status?
No. It retrieves sent proposals for review; the listed action does not update statuses.
Can it determine which Agile CRM task is overdue?
Only if that task information is supplied to Notis or made available in the workflow. Better Proposals sent-proposal data alone does not provide Agile CRM task history.
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.