Keep quote work visible during an Airtable base transition
A base handoff can distract from estimates already in motion. Bring Better Proposals quotes into the transition review.
Trigger
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Action
Get All Quotes
Tool to retrieve a paginated list of all quotes. use after setting pagination parameters.
Why this helps
Teams changing base access can lose sight of estimates that still need review or a client decision.
- Include quote work in an access or ownership handoff.
- Help a person review estimates that may need a next step.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Better Proposals once in Notis.
- 2Create an automation in plain language from any channel or in Automations, New Automation.
- 3Ask Notis to retrieve quotes and summarize items for handoff review using any context you provide about the base change.
- 4Pick the Airtable Base Metadata Changed trigger and choose where run reports should go.
- 5Test with one real base change and validate the review against returned quote information.
Questions about this workflow
Does this return only quotes related to the changed base?
No. The available action retrieves a paginated list of quotes. Provide context for a person to review any possible relationship.
Can the workflow update or send quotes?
No. It retrieves quotes for review and does not modify or send them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Better proposals. A trigger fires from one place; an action lands in another.
Airtable triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
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Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
View Created
Triggers when a new view is created in an Airtable base.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
View Deleted
Triggers when a previously known Airtable view is deleted.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Airtable and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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