See which open opportunities need proposal attention
Get a regular, concise view of opportunities that may need proposal work, based on the Salesforce data your team already tracks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
It takes time to scan the pipeline and spot which opportunities still need proposal attention or a clear next move.
- Review open opportunities on a predictable schedule.
- Surface records whose available data suggests a proposal next step.
- Get one focused summary instead of scanning the pipeline manually.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to list relevant opportunities and summarize which ones need proposal attention based on available Salesforce data.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a real set of opportunities.
Questions about this workflow
Can Notis tell whether a proposal has been sent?
Only if that information is available in the connected context or Salesforce data. Add a proposal status or history source if it is not present.
Can this workflow update opportunity stages?
This version lists opportunities for review. The provided target events do not include an update-opportunity action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Salesforce. A trigger fires from one place; an action lands in another.
Better proposals triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Better proposals and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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