Bring exact proposal details into the client conversation
Look up one proposal by ID and get its available metadata and content ready for a focused client discussion.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal
Retrieves the details of a proposal.
Why this helps
A client question can require proposal details that are buried in another tool, interrupting the conversation.
- Retrieve full details for a specific proposal.
- Keep the client conversation grounded in the selected document.
- Avoid searching the proposal list when the ID is already known.
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 fetch the proposal identified in the request and summarize details relevant to the client conversation.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real proposal ID and verify the summary against its details.
Questions about this workflow
What does the request need?
It needs the Better Proposals proposal ID to retrieve a specific proposal.
Will it send a reply to the client?
No. It fetches proposal details and prepares context; sending a client message is not among the listed actions.
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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