Check proposal changes before sending
Ask Notis to review available Draftable comparison results when a proposal is ready to send, so material changes get a second look before they reach a prospect.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Comparisons
List document comparisons.
Why this helps
A revised proposal can quietly change scope or commitments, and manually checking every version adds friction right before sending.
- Focus attention on changes that could affect price, scope, or commitments.
- Get a review report at the proposal handoff point.
- Make version checks part of a repeatable sales process.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Draftable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: inspect available Draftable comparisons for the proposal identified in the webhook request and flag possible pricing, scope, or commitment changes; state when comparison evidence is insufficient.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real proposal revision and a webhook request identifying its deal or proposal.
Questions about this workflow
Will this workflow approve or send the proposal?
No. The only listed Draftable action retrieves comparisons. The workflow reports findings for a person to review.
Can it guarantee that a price or commitment changed?
Only if the comparison results provide enough evidence. The report should identify uncertainty when the available results do not support a reliable conclusion.
What should the webhook include?
Include enough context to identify the relevant Agile CRM deal or proposal. The automation does not use field-mapping setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Draftable. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Draftable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Comparisons
List document comparisons.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
Agile CRM and Draftable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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