Spot paid proposals that may be ready for project work
Keep paid client commitments visible as you plan the next delivery steps in Agiled.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Paid Proposals
Lists proposals that have been paid.
Why this helps
A paid proposal can be easy to miss when payment, project setup and task planning happen in different places.
- Review paid proposals without manually checking the account
- Surface potential project-start handoffs
- Keep client commitments visible in regular planning
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 paid proposals and summarize which may need Agiled project-start planning.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the paid proposal details are useful.
Questions about this workflow
Does a paid proposal mean a project should start automatically?
No. The workflow reports paid proposals; your team decides whether and when to begin project work.
Can it confirm payment details?
It retrieves the paid proposal list. Any additional payment details depend on what the action returns.
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.