Give opened proposals relevant content context
Review opened proposals on a schedule with the Agility material you choose, so your team can decide what deserves attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Opened Proposals
Lists proposals opened by their recipients.
Why this helps
Opened proposals can be hard to prioritize when their supporting content and current relevance are unclear.
- Focus attention on opened proposals with relevant supporting context.
- Reduce time spent gathering information before deciding next steps.
- Keep the final prioritization grounded in available proposal and CMS details.
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 opened proposals and review those relevant to the Agility content you specify.
- 4Choose the recurring schedule trigger and where run reports should go.
- 5Test with one real CMS item and confirm the returned opened proposals are relevant.
Questions about this workflow
Does this determine why a client opened a proposal?
No. It uses the proposal data returned by Better Proposals and cannot infer a recipient's intent unless that information is provided.
Can it rank proposals by CMS relevance?
Notis can summarize relevance from returned content and proposal details, while identifying information it cannot verify.
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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No card. Works with personal or business Better proposals.