Prepare your next touchpoint for an opened proposal
Bring client context and opened proposal details into a single follow-up brief.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Opened Proposals
Lists proposals opened by their recipients.
Why this helps
Following up means piecing together client details and proposal activity across separate screens.
- Puts client context beside opened proposal information.
- Helps prepare a relevant next conversation.
- Avoids implying that the tool sent a follow-up message.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Better Proposals once in the Notis portal.
- 2Create an automation to retrieve opened proposals and summarize relevant details from the submitted client record.
- 3Choose a webhook triggered by an AnyDB client record ready for follow-up.
- 4Choose where run reports should go, then test with one real client.
Questions about this workflow
Will it send the client a follow-up?
No. This workflow prepares a report only; no sending or follow-up action is available in the listed Better Proposals events.
Can it determine what the client is thinking?
No. It can report proposal activity returned by Better Proposals, but it cannot infer a client's intent from an opened status alone.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Better proposals. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB 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.