Keep quote details tied to their source context
Bring a selected quote and its relevant CMS source into a recurring internal review for easier verification and handoff.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Quote
Retrieves details about a specific quote.
Why this helps
Specific quote details are easy to lose track of when their source content and client context are elsewhere.
- Make a specific quote easier to inspect with its source context.
- Support verification before a handoff or follow-up decision.
- Reduce manual searching for the material behind a quote.
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 specified quote and summarize it with the Agility content you identify as context.
- 4Choose the recurring schedule trigger and where run reports should go.
- 5Test with one real quote identifier and its corresponding CMS source.
Questions about this workflow
Does this update or send the quote?
No. It retrieves quote details for a report.
What if the quote identifier is missing?
Provide a valid quote identifier in the instruction or schedule context so the lookup can run.
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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