Review sent proposals alongside campaign activity
Use a campaign summary from your existing AimTell process to cue a sent-proposal check, then review the result with the context you supplied.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Sent Proposals
Lists proposals that have been sent.
Why this helps
It takes extra mental effort to remember which sent proposals might warrant attention after campaign work.
- Make sent proposals easier to revisit after campaign work.
- Keep campaign notes with the review report.
- Create a clear checkpoint for human follow-up.
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 retrieve sent proposals after the webhook arrives and summarize them alongside the supplied campaign information without assuming they are linked.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real campaign summary and review the sent-proposal results.
Questions about this workflow
Will this send or edit proposals?
No. The selected action retrieves sent proposals for review.
What campaign details should the webhook include?
Include the details your team needs for context, such as a campaign name or date. Do not include sensitive subscriber data unless necessary.
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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