Turn signed proposals into a clear next-step recap
Keep completed proposal wins visible with a scheduled recap that helps your team decide what to do next in Agile CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Signed Proposals
Lists proposals that have been signed.
Why this helps
Once a proposal is signed, the win may not reach the people handling onboarding or the next CRM stage.
- Make signed proposal activity easier to review.
- Prepare a concise handoff for the next sales or delivery step.
- Keep reporting grounded in signed proposals returned by Better Proposals.
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 signed proposals and summarize the available details for the next CRM handoff.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real signed-proposal result and review the recap.
Questions about this workflow
Does the automation update the Agile CRM pipeline?
No. The available target actions retrieve Better Proposals data, so use the recap to inform your CRM process.
What does the recap include?
Notis can summarize details returned for signed proposals. Any extra CRM context must be supplied separately.
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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