Review newly created proposals on your schedule
Gather new proposal activity into one recurring review report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get New Proposals
Lists newly created proposals.
Why this helps
New proposals can be overlooked when review depends on remembering to check another app.
- Creates a predictable proposal review moment.
- Reduces the need to remember a manual check.
- Keeps reporting limited to new proposals returned by the action.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals once in the Notis portal.
- 2Create an automation to retrieve new proposals and summarize useful returned details.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go and test with one real run.
Questions about this workflow
Can the report compare against the previous run?
Only if the automation has prior run results available. The action itself returns new proposals and does not supply an historical comparison.
Will it notify a client?
No. It reports new proposals internally; no client messaging action is listed.
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.