Start the week with a proposal volume pulse
Get a recurring count of proposals without opening another dashboard.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Count
Returns the total number of proposals.
Why this helps
A simple volume check can get postponed when you have to remember where to find it.
- Makes a basic volume check routine.
- Provides a lightweight planning signal.
- Keeps the report focused on a count the action actually returns.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals once in the Notis portal.
- 2Create an automation to retrieve and report the proposal count.
- 3Choose a recurring schedule as the trigger.
- 4Choose a report destination and test with one real run.
Questions about this workflow
Does the count explain changes over time?
Only if prior counts are available to the automation. The action returns a total count, not a historical baseline.
Can it break the count down by status?
Not with this action. Use a status-specific retrieval action when you need a list of a particular proposal status.
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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