Make paid proposal review a recurring habit
Set a Notis schedule to retrieve paid proposals and share a focused report, so paid work is easier to review during your regular operations check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Paid Proposals
Lists proposals that have been paid.
Why this helps
Paid proposal updates can be missed when reconciliation depends on a founder remembering to check manually.
- Create a dependable review checkpoint.
- Bring paid proposal records into a chosen report channel.
- Reduce repeated manual lookups.
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.
- 3Ask Notis to retrieve paid proposals and summarize the records returned for reconciliation review.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one run and confirm the report matches the available paid proposal data.
Questions about this workflow
Does this confirm payment in an accounting system?
No. It lists paid proposals from Better Proposals. Reconcile against your accounting records separately if needed.
Can I use this as an AimTell campaign trigger?
No native AimTell trigger is listed. This workflow runs on a Notis schedule.
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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No card. Works with personal or business Better proposals.