Bring quote details into the work already tracked in Agiled
Pull a quote into view when a project or client decision depends on its full details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Quote
Retrieves details about a specific quote.
Why this helps
Quote context can be separated from the project work that depends on it.
- Retrieve full quote data by ID
- Reduce manual searching across proposal records
- Summarize quote details for a project or client decision
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 quote and summarize details relevant to the Agiled work.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real quote ID and confirm the retrieved details are relevant.
Questions about this workflow
Why use a schedule for a specific quote?
Use a schedule when you want a recurring review; include the quote ID or supply it through the request context.
Does this update quote contents?
No. It retrieves full quote data for review.
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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