Bring proposal details into your review brief
Start with the proposal ID in your AnyDB record and get its available details summarized for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Proposal
Retrieves the details of a proposal.
Why this helps
Finding a specific proposal and extracting the useful details adds friction to a review that should be straightforward.
- Avoids manually searching for a known proposal ID.
- Makes proposal details easier to scan in context.
- Uses an explicit identifier rather than guessing which proposal is meant.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Better Proposals once in the Notis portal.
- 2Create an automation that uses the proposal ID in the submitted record to retrieve and summarize proposal details.
- 3Choose a webhook when an AnyDB review record is ready.
- 4Choose where run reports should go, then test with one real proposal ID.
Questions about this workflow
Does the record need a proposal ID?
Yes. This workflow is designed for an AnyDB record that includes the Better Proposals ID to retrieve.
Can it change the proposal?
No. The action retrieves proposal metadata and content for review.
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.