Keep paid proposal activity visible
Bring paid proposal records into a regular review without adding another manual check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Paid Proposals
Lists proposals that have been paid.
Why this helps
Paid proposal details can be useful for planning, but they are easy to skip when tracking is manual.
- Makes paid proposal activity easier to review routinely.
- Provides one concise report from returned records.
- Avoids claiming revenue totals unless the action returns them.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals once in the Notis portal.
- 2Create an automation to retrieve paid proposals and summarize 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
Will it calculate total revenue?
Only if sufficient amount and currency details are returned and the automation can reliably interpret them. Otherwise it should report the records without inventing totals.
Can it update accounting records?
No. The listed action retrieves paid proposals and does not write to another system.
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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