Carry proposal context into paid work handoffs
Bring paid proposal records together with selected CMS content in a recurring recap your team can use for its next handoff.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Paid Proposals
Lists proposals that have been paid.
Why this helps
After payment, teams can lose the connection between what was agreed and the content or details that support delivery.
- Support a smoother handoff after a proposal is paid.
- Keep relevant source content close to the agreement context.
- Reduce the manual effort of assembling recap 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 paid proposals and recap relevant Agility content you specify for handoff context.
- 4Choose the recurring schedule trigger and where run reports should go.
- 5Test with one paid proposal and its supporting CMS material.
Questions about this workflow
Does this trigger when a proposal is paid?
No. Agility CMS has no listed trigger events, so this workflow runs on a Notis schedule.
Does it start delivery work automatically?
No. It provides a recap for a person to use in the handoff.
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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