Make signed proposal handoffs visible in Agiled work
When a delivery handoff starts, bring signed proposals into view so project work can move forward.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Signed Proposals
Lists proposals that have been signed.
Why this helps
A signed proposal can sit unnoticed while the team waits for a clear delivery handoff.
- Bring signed agreements into the delivery context
- Reduce manual checking for client approvals
- Give the next owner a concise handoff summary
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 signed proposals for an Agiled delivery handoff request and summarize them.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real example and confirm the handoff details are useful.
Questions about this workflow
Does this create Agiled tasks?
No. It retrieves signed proposals and can summarize them; creating Agiled tasks is not a listed action here.
Can it identify missing delivery details?
It can identify details present in the returned proposal data. Any required baseline or missing-field rules need to be included in your instruction.
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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