Check new proposals against current CMS material
Start a targeted review when needed, combining new proposal records with Agility content you select for context.
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 reviews can take longer when the team must first locate current supporting CMS material.
- Gather new proposal context on demand.
- Bring relevant CMS material into the review without manual switching.
- Surface content gaps for a human to check before acting.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve new proposals and review relevant ones against the Agility content you specify.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real new proposal and its supporting CMS material.
Questions about this workflow
Can the workflow correct proposal content?
No. It retrieves proposal records and reports context for review. The listed actions do not edit proposals.
What if a new proposal has no related CMS material?
The report can flag that no relevant content was identified or that more information is needed.
When this happens · Trigger
Do this · Action
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.
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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