Prepare a new proposal conversation with search research
Bring a prospect's search context into view when a new proposal needs your attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get New Proposals
Lists newly created proposals.
Why this helps
A new proposal can demand quick context gathering across research and proposal tools.
- Pair prospect research with newly created proposal records.
- Get a concise prep summary before a sales conversation.
- Keep missing domain or company matches visible.
Setup
Build it in a few focused steps.
- 1Connect Ahrefs and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3In one instruction, ask Notis to research the supplied prospect domain in Ahrefs and summarize it alongside new proposals.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real prospect and proposal example.
Questions about this workflow
What should I include in the webhook request?
Include a prospect domain or enough identifying context for Notis to search Ahrefs and assess whether a new proposal is a clear match.
Will the workflow draft or send a proposal?
No. The available actions can retrieve new proposal data, but they do not create or send proposals.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ahrefs to Better proposals. A trigger fires from one place; an action lands in another.
Ahrefs 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.
Ahrefs and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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