Review a proposal alongside its Agility CMS source
Pass a proposal reference and the relevant Agility content into a webhook-triggered review for a single, grounded check.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal
Retrieves the details of a proposal.
Why this helps
It is easy to review a proposal without the CMS context that explains the latest scope, details, or supporting content.
- Bring specific proposal details into a content-aware review.
- Identify apparent inconsistencies for a person to verify.
- Avoid searching separately for the CMS material behind a proposal.
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 identified in the request and review it against the Agility content provided.
- 4Choose the webhook trigger and where run reports should go.
- 5Test using one real proposal and its corresponding CMS content.
Questions about this workflow
Can it update the proposal if it finds an issue?
No. This action retrieves proposal details for review. The available actions do not include editing proposal content.
What should I provide in the webhook request?
Provide the proposal identifier and the Agility content reference or content needed for comparison.
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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