Keep proposal volume visible in your sales rhythm
Add one clear proposal volume figure to a recurring review without counting rows manually.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Count
Returns the total number of proposals.
Why this helps
Proposal volume is easy to overlook when it takes several steps to get a reliable total.
- Retrieve an account proposal count for a recurring review.
- Avoid manual counting through paginated lists.
- Keep a simple volume signal alongside the sales process.
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 total proposal count and include it in a concise sales review note.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the reported total.
Questions about this workflow
Does this report revenue or conversion?
No. The action retrieves a proposal count only. Revenue and conversion require additional data.
Can this tell whether the count is growing?
A trend requires prior counts or a stored baseline. Supply that history if you want a comparison.
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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