Review opened proposals in one scheduled pass
Gather opened proposal activity into a regular review instead of checking one by one.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Opened Proposals
Lists proposals opened by their recipients.
Why this helps
Opened proposals may need attention, but checking them manually competes with other founder work.
- Creates a consistent check for opened proposal records.
- Helps the team decide what warrants attention.
- Does not mistake an opened status for an expressed intent to buy.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals once in the Notis portal.
- 2Create an automation to retrieve opened proposals and summarize their available details.
- 3Choose a recurring schedule as the trigger.
- 4Choose a report destination and test with one real run.
Questions about this workflow
Does opened mean the recipient is ready to sign?
No. An opened status only indicates the proposal was opened; it does not establish intent.
Will the workflow follow up automatically?
No. It prepares a report, and the listed actions do not send follow-up messages.
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.