Keep signed proposal context with Agility content
Request a focused report of signed proposals and the relevant Agility CMS material your team wants to retain alongside them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Signed Proposals
Lists proposals that have been signed.
Why this helps
Once a proposal is signed, the content context behind the agreement can be difficult to find again.
- Make signed proposal context easier to revisit.
- Relate completed agreements to relevant CMS content.
- Support handoffs with a concise cross-app reference.
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 signed proposals and summarize their relationship to the Agility content you identify.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one signed proposal and its related CMS content.
Questions about this workflow
Will this publish content to Agility CMS?
No. The Better Proposals action retrieves signed proposals, and no Agility CMS action is part of this workflow.
Can it infer which content belongs to an agreement?
Provide a CMS reference or clear criteria. Notis should report when the returned details are insufficient to establish a connection.
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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