Keep quote work visible in your sales review
Bring proposal quotes into a predictable review so important quote details do not get buried in another tool.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Quotes
Lists all quotes.
Why this helps
Quotes can be overlooked when the team reviews CRM activity without checking the proposal platform.
- Make quote activity easier to review regularly.
- Reduce manual checking across tools.
- Prepare a concise handoff using available quote details.
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 quotes using suitable pagination parameters and summarize available details for review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the quote summary is scoped correctly.
Questions about this workflow
Will this return every quote automatically?
The action is paginated and requires pagination parameters. The workflow should account for the pages it retrieves.
Does it update Agile CRM?
No. The available action retrieves Better Proposals quotes for review; it does not update CRM records.
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.