Catch new proposals when Agiled intake starts the work
Bring newly created proposals into view while the Agiled request is still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get New Proposals
Lists newly created proposals.
Why this helps
New proposal work can get buried between intake, CRM updates and delivery tasks.
- Focus review on newly created proposals
- Reduce manual searching after intake
- Give the team a clear starting point for proposal follow-through
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 new proposals for an Agiled intake request and summarize the results.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real example and confirm the new proposal list is relevant.
Questions about this workflow
What starts the automation?
An HTTP request to the Notis webhook starts it because Agiled has no listed event triggers.
Does it send a proposal to a client?
No. It retrieves newly created proposals; sending proposals is not a listed action.
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.