Compare your proposal inventory with the sales pipeline
Make the complete proposal list part of a recurring pipeline review and spot records that need a human check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Proposals
Lists all proposals.
Why this helps
A fragmented proposal inventory makes it hard to see whether sales activity and sent documents line up.
- Create a repeatable inventory review.
- Spot proposals that need reconciliation with CRM activity.
- Keep the review focused on returned records and supplied CRM context.
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 summarize items that need comparison with the CRM context supplied.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real report and review how pagination affects the inventory.
Questions about this workflow
Does the proposal list include every record in one response?
The action is paginated. Set the workflow instruction to respect available pagination rather than assume a single page is complete.
Can Notis automatically reconcile Agile CRM records?
It can compare data available to it, but CRM records must be supplied or accessible in the workflow. The Better Proposals list alone is not CRM 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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