Bring quote details into the deal discussion
Fetch a specific quote by ID and get its full data ready for the conversation where a deal decision is being made.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Quote
Retrieves details about a specific quote.
Why this helps
Looking up a quote mid-conversation can break focus and slow down decisions.
- Retrieve full data for a specific quote.
- Keep deal discussions tied to the right quote.
- Avoid paging through unrelated quote records.
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 quote identified in the request and summarize the details needed for the deal discussion.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real quote ID and verify the summary.
Questions about this workflow
What information is needed to retrieve a quote?
Provide the Better Proposals quote ID in the request.
Can this change the quote?
No. The listed action retrieves quote details only.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.