See which proposals have been opened at the moment you need it
Request a current opened-proposal snapshot without switching tools and searching proposal lists by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Opened Proposals
Lists proposals opened by their recipients.
Why this helps
A CRM conversation can prompt a status check, but proposal activity is stored elsewhere.
- Fetch the opened proposals list on demand.
- Keep a sales handoff focused on current proposal activity.
- Avoid implying a specific client response when only opened status is available.
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 opened proposals and summarize their available details for the sales handoff.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and check the returned summary.
Questions about this workflow
Does opened mean the client has agreed?
No. This workflow only retrieves proposals marked opened; it does not establish acceptance or a response beyond that status.
How does the workflow start?
A Notis webhook starts it when an HTTP request reaches the automation.
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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