See whether new proposals match an updated deal
When a deal record changes, get a focused check for newly created proposal activity.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get New Proposals
Lists newly created proposals.
Why this helps
New proposal activity can be easy to miss when deal updates and proposal work live in separate tools.
- Reduces manual checking after an important deal update.
- Surfaces new proposals that may relate to the record.
- Provides a concise run report for follow-up.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Better Proposals once in the Notis portal.
- 2Create an automation that checks new proposals against the incoming deal details.
- 3Choose a webhook and send an AnyDB record when a deal needs a proposal activity check.
- 4Choose a report destination and test with one real deal update.
Questions about this workflow
Will it know which proposal belongs to a deal?
It can compare details included in the AnyDB webhook with returned proposal data. If those records lack a reliable shared identifier, the report should flag the match as uncertain.
Does the workflow change proposal status?
No. The available actions support retrieving proposal data, not changing proposal status.
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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