Turn Agility CMS content into a proposal planning snapshot
Start a planning pass from an HTTP request. Notis can review the Agility content you identify and retrieve existing proposals for context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Proposals
Lists all proposals.
Why this helps
Proposal planning stalls when the latest approved content is scattered across CMS entries and existing proposal records.
- Gather proposal context without switching between content and proposal tools.
- Spot missing or outdated supporting material before drafting.
- Keep the review grounded in the CMS content and proposal records returned.
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 review the Agility content you specify and retrieve relevant existing proposals for context.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real content item and confirm the retrieved proposal context is useful.
Questions about this workflow
Does this create a proposal?
No. It retrieves proposal records for planning context. The available Better Proposals actions do not include creating a proposal.
How does the workflow know which CMS content to review?
Specify the content or selection criteria in your instruction, or provide the relevant content reference in the webhook request.
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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