Keep sent proposals connected to current CMS content
Set a recurring review that checks the Agility content you identify alongside sent proposals, then sends a concise run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Sent Proposals
Lists proposals that have been sent.
Why this helps
Follow-up can lose momentum when sent proposals are separated from the current content that supports the offer.
- Create a regular checkpoint for content and sent proposal context.
- Help the team notice relevant updates before following up.
- Reduce manual cross-checking across CMS and proposal records.
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 review the Agility content you identify alongside sent proposals and summarize relevant context.
- 4Choose the recurring schedule trigger and where run reports should go.
- 5Test with one real content item and a sent proposal, then review the report.
Questions about this workflow
Will this automatically follow up with a client?
No. It retrieves sent proposal information and reports context. The listed actions do not send follow-up messages.
Can it detect every CMS change since the prior run?
Only if the returned content or information you provide supports that comparison. The workflow should name missing history or baselines rather than assume them.
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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