Check for paid proposals using an AnyDB record
Get a focused report of paid proposals that may match the client or deal you are reviewing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Paid Proposals
Lists proposals that have been paid.
Why this helps
Payment status checks can interrupt your work when you have to search another app for each client.
- Shortens the manual payment-status lookup.
- Keeps the searched client or deal context in the run report.
- Makes uncertain matches visible for review.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Better Proposals once in the Notis portal.
- 2Create an automation to retrieve paid proposals and compare them with the submitted record.
- 3Choose a webhook when an AnyDB record needs a payment check.
- 4Choose where run reports should go and test with one real record.
Questions about this workflow
Can it mark the AnyDB record as paid?
No. The listed actions retrieve paid proposal records but do not update AnyDB or Better Proposals.
Is a match guaranteed?
Only if the available record and proposal data include enough matching details. The report should identify uncertainty when they do not.
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.