Turn opened proposals into a clear follow-up review
See which proposals have been opened and decide what deserves your next follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Opened Proposals
Lists proposals opened by their recipients.
Why this helps
Opened proposals may signal interest, but busy days make it easy to miss the moment to follow up.
- Focus attention on proposals recipients have opened
- Get a recurring review without checking multiple systems
- Let Notis summarize the returned records
Setup
Build it in a few focused steps.
- 1Connect Agiled and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve opened proposals and summarize possible follow-ups.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the returned records support the review.
Questions about this workflow
Will Notis decide when to follow up?
Notis can summarize the returned records, but timing rules or client history must be supplied by you if needed.
Can it send follow-up messages?
No. The listed Better Proposals actions do not include sending messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Better proposals. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.