Review sent proposals with the deal context at hand
Bring sent proposal records into the same review prompted by your AnyDB deal record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Sent Proposals
Lists proposals that have been sent.
Why this helps
Sent proposal tracking can become a separate task that gets postponed when deal information is elsewhere.
- Combines deal context with sent proposal data in a run report.
- Helps make proposal review part of an existing workflow.
- Keeps status claims limited to returned records.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Better Proposals once in the Notis portal.
- 2Create an automation to retrieve sent proposals and summarize those relevant to the deal record.
- 3Choose a webhook when an AnyDB deal is ready for proposal review.
- 4Choose a report destination and test with one real deal.
Questions about this workflow
Will it resend a proposal?
No. This workflow retrieves sent proposals for review; sending or resending is not among the listed actions.
Can it decide which deal stage to use?
It can use stage information present in the AnyDB record, but the workflow does not update that stage.
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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