Get a proposal brief from its ID
Send a proposal ID to Notis and get the available details gathered into one readable brief.
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
Finding the right proposal and rebuilding its context takes time when a client asks for an update.
- Retrieve details for a specific proposal on demand.
- Reduce time spent searching for proposal context.
- Get a readable summary from returned metadata and content.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Better Proposals once in the Notis portal.
- 2Create an automation and tell Notis to retrieve and summarize the proposal identified in the request.
- 3Pick a webhook trigger.
- 4Choose where run reports should go.
- 5Test with one real proposal ID.
Questions about this workflow
What should the webhook request include?
Include the proposal ID needed by the action. Do not include credentials or other secrets.
Can it answer questions about information not in the proposal?
It can summarize the returned proposal content. Add missing context in your request if you need it considered.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Better proposals. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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