Keep proposal follow-up connected to your push campaign
Send Notis a campaign summary when an AimTell push campaign finishes. Get a concise list of proposals to review, with context tied to the campaign you just sent.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Proposals
Lists all proposals.
Why this helps
After sending a push campaign, it is easy to forget to check related proposals or lose the campaign context while switching tools.
- Review proposals with campaign context in one report.
- Reduce dashboard switching after a campaign.
- Surface proposal records for a human to assess.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to use each incoming campaign summary to retrieve proposals and report records that may need review; do not assume a proposal is tied to a campaign unless the payload supplies that link.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real campaign webhook and verify the proposal results.
Questions about this workflow
Does AimTell provide a native trigger for this workflow?
No. Start it with a Notis webhook, and have your existing process send a campaign summary when it is ready.
Can Notis know which proposals came from a push campaign?
Only when the webhook payload includes enough context to make that connection. Otherwise, Notis can report proposal data for review without claiming a relationship.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Better proposals. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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