Give the next owner context from signed proposals
Make client handoffs easier with relevant signed proposal details alongside the AnyDB record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Signed Proposals
Lists proposals that have been signed.
Why this helps
A signed proposal can contain important context that the next person has to find and reread manually.
- Reduces repeated searching during a client handoff.
- Highlights relevant signed proposal details for the next owner.
- Keeps the summary grounded in returned proposal data.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Better Proposals once in the Notis portal.
- 2Create an automation that matches an incoming handoff record to signed proposal data and summarizes relevant context.
- 3Choose a webhook that starts when an AnyDB handoff record is ready.
- 4Choose a report destination and test with one real handoff.
Questions about this workflow
Does it modify the signed proposal?
No. The selected action retrieves signed proposal records and the automation reports relevant context.
What if multiple signed proposals match?
The report can list the matches and identify ambiguity instead of selecting one without sufficient evidence.
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.