See proposal volume as part of your operations review
Know how many proposals are in the account before planning the next round of work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Count
Returns the total number of proposals.
Why this helps
Planning workload without a simple proposal count means relying on memory or manual tallying.
- Get a simple proposal volume signal on a schedule
- Reduce manual tallying
- Add current volume to an operations review
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 total proposal count and include it in an Agiled operations summary.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the count appears as expected.
Questions about this workflow
Does the count show proposal status breakdowns?
No. This action retrieves the total count; use a different listed action if you need a status-specific list.
Can this show a trend over time?
Not from one count alone. A trend requires storing or supplying prior counts.
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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