Review signed proposals in a predictable routine
Gather signed proposal records into a scheduled report that is easy to scan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Signed Proposals
Lists proposals that have been signed.
Why this helps
Signed proposal context may be needed later, but reviewing it often gets pushed aside by immediate work.
- Makes signed proposal details easier to revisit.
- Supports regular account and handoff reviews.
- Reports returned proposal data without making unsupported claims about fulfillment.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals once in the Notis portal.
- 2Create an automation to retrieve signed proposals and summarize relevant 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
Does signed mean the work is complete?
No. A signed proposal indicates a signature status, but does not establish that delivery or payment is complete.
Can the workflow generate a handoff record in AnyDB?
Not with this package's listed Better Proposals action. It retrieves signed proposals for reporting.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.