Find the right proposal context from an AnyDB client brief
Send a client brief from AnyDB and get the closest existing proposal records in one report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Proposals
Lists all proposals.
Why this helps
You have to leave your database and search through proposal records to prepare for each client conversation.
- Cuts manual searching before a client call.
- Keeps the client brief and proposal context together.
- Highlights when the available proposal data is insufficient.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Better Proposals once in the Notis portal.
- 2Create an automation and describe how to compare incoming client briefs with proposal records.
- 3Choose a webhook as the trigger and send an AnyDB record when a brief is ready.
- 4Choose where run reports should go, then test with one real client brief.
Questions about this workflow
Does this create a new proposal?
No. It retrieves proposal records and reports which appear relevant. The available Better Proposals actions do not include creating a proposal.
What if the brief is missing important details?
The automation can report which details are missing rather than guessing.
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.