Bring CMS context into quote reviews
Use a scheduled review to gather proposal quote details alongside the Agility material that helps your team understand the offer.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Quotes
Lists all quotes.
Why this helps
Quote review becomes slower when the details and the content explaining them are held in separate systems.
- Collect quote context for an internal review.
- Connect quote details to specified CMS material.
- Make missing supporting information easier to spot.
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 proposal quotes and summarize relevant Agility content you identify for review.
- 4Choose the recurring schedule trigger and where run reports should go.
- 5Test with one quote and the related CMS content.
Questions about this workflow
Does this change quote details?
No. The action retrieves quotes for review and does not update them.
Can it judge whether a quote is commercially correct?
It can summarize the available details, but any pricing or business decision should be checked against the criteria you provide.
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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