Connect Agility cms to Better proposals
When something happens in Agility cms, Notis takes the next step in Better proposals. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Agility cms to Better proposals
Check Agility content before proposal planning
Review Agility CMS content on demand and return a proposal planning snapshot with relevant published material and gaps.
Check sent proposals against Agility content
On a schedule, review selected Agility CMS material alongside sent Better Proposals to help identify follow-up context and content gaps.
Inspect a proposal with its Agility source content
Use a webhook request to retrieve a specific Better Proposals document and review it alongside the Agility CMS content you provide.
Prioritize opened proposals with Agility context
On a recurring schedule, retrieve opened proposals and relate them to the Agility CMS content you specify for a focused review queue.
Create a signed proposal reference from Agility content
Retrieve signed Better Proposals and connect relevant entries to Agility CMS material in a concise reference report.
Review paid proposals with Agility content
Run a scheduled recap of paid proposals and the Agility CMS material you select to keep delivery handoffs grounded in the offer context.
Review new proposals against Agility content
Retrieve new Better Proposals on demand and check them against Agility CMS material you identify before the team reviews them.
Review proposal quotes with Agility content
On a schedule, retrieve Better Proposals quotes and summarize relevant Agility CMS context for a clearer internal review.
Choose a proposal template with Agility context
List Better Proposals templates and review their intended fit against Agility CMS content supplied in a webhook request.
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Better proposals. A trigger fires from one place; an action lands in another.
Agility cms 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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Agility cms and Better proposals
Connect any two apps with Notis in the middle.
Agility cms and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.