Get quote context from a single ID
Bring a quote's available details together when you need to review it quickly.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Quote
Retrieves details about a specific quote.
Why this helps
Finding quote context takes longer when you have to search through records and reconstruct the details.
- Retrieve a specific quote on demand.
- Make quote review quicker to start.
- Summarize the details Better Proposals returns.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Better Proposals once in the Notis portal.
- 2Create an automation and ask Notis to retrieve and summarize the quote ID in the request.
- 3Pick a webhook trigger.
- 4Choose where run reports should go.
- 5Test with one real quote ID.
Questions about this workflow
What should the request include?
Include the quote ID you want retrieved.
Can it create or edit a quote?
No. This workflow retrieves quote details for review.
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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