Get the proposal details you need without switching context
Ask Notis for a specific proposal when an Agiled task depends on its contents or status.
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
Searching for one proposal's details interrupts the work already underway in Agiled.
- Retrieve complete metadata and content for a proposal ID
- Bring proposal context into an Agiled-related request
- Keep a specific decision grounded in the record
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 the specified proposal and summarize details relevant to the Agiled request.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real proposal ID and confirm the returned detail supports the task.
Questions about this workflow
What does this action need?
It retrieves a specific proposal by ID, so your instruction or incoming request must supply that ID.
Can it edit proposal content?
No. The selected action retrieves proposal details only.
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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