Put proposal volume in content context
Get a recurring count of proposals with the campaign or content context your team identifies in Agility CMS.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Count
Returns the total number of proposals.
Why this helps
A proposal count alone can be hard to interpret without knowing which content or initiative it relates to.
- Make a basic proposal volume metric easier to interpret.
- Pair counts with the initiative context you provide.
- Reduce manual report gathering for recurring reviews.
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 the proposal count and summarize it with the Agility content or campaign context you identify.
- 4Choose the recurring schedule trigger and where run reports should go.
- 5Test once and confirm the report states what time range or context the count covers.
Questions about this workflow
Does the proposal count include a date range?
Use the action's supported parameters and returned details. If a specific period is unavailable, the report should state that limitation.
Can it attribute proposals to a campaign automatically?
Only when the returned records or context you provide support that link.
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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