Review quote records when an Agiled decision needs pricing context
Bring quote options into view when a client or project decision needs pricing context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Quotes
Lists all quotes.
Why this helps
Pricing decisions slow down when quote records require a separate manual search.
- Retrieve quotes for a focused pricing review
- Compare returned records against criteria you provide
- Keep pricing context close to the Agiled request
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 quotes and summarize those relevant to the pricing or scope criteria in the Agiled request.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real example and confirm the results support the decision.
Questions about this workflow
Can it calculate which quote is best?
Notis can compare returned data against criteria you provide, but the criteria and any pricing assumptions must be supplied.
Will it generate a new quote?
No. This action retrieves a paginated list of existing quotes.
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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