Keep proposal progress visible beside your Agiled work
Get a regular view of proposals so client commitments do not disappear between project updates.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Proposals
Lists all proposals.
Why this helps
Proposal progress can drift out of view while project tasks and CRM work stay in Agiled.
- See proposal records on a predictable schedule
- Reduce context switching between project tracking and proposal follow-up
- Use Notis to summarize the returned proposal list
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 proposals and summarize items that need attention alongside Agiled work.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the report is actionable.
Questions about this workflow
Does this update proposal statuses?
No. The selected action retrieves proposals for review; status updates are not among the supplied actions.
Does the schedule change proposal data?
No. It retrieves data for a scheduled review and report.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.