Keep signed proposals on your operations radar
Have Notis check signed proposals on a schedule and report the returned records, giving you a consistent moment to review delivery handoffs and next steps.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Signed Proposals
Lists proposals that have been signed.
Why this helps
A signed proposal can be easy to celebrate and then forget to hand off for delivery.
- Create a recurring signed-proposal review point.
- Keep handoffs visible in a familiar report channel.
- Reduce reliance on memory for the next review.
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 signed proposals and summarize them as a handoff review, noting that operational next steps must come from the available record or your instruction.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one run and confirm the report supports your handoff routine.
Questions about this workflow
Does the workflow assign delivery tasks?
No. It retrieves signed proposals for review. Any task assignment or delivery details must be supplied through a separate supported process.
Can the report include the proposal content?
This action lists signed proposals. Use the returned data available from the action, and avoid assuming details that are not included.
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.