Make opened proposal follow-up part of your weekly rhythm
Get one scheduled view of opened proposals so client follow-up has a place in the same operating rhythm as course delivery.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
Opened proposals can be easy to overlook when client delivery work fills the week.
- Collect opened proposal context on a predictable schedule.
- Make follow-up candidates easier to review in one report.
- Support course teams without adding another manual check.
Setup
Build it in a few focused steps.
- 1Connect Canvas and Better Proposals once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Ask Notis to retrieve opened proposals and summarize likely follow-ups for the team that manages Canvas courses.
- 4Choose a recurring schedule as the trigger.
- 5Choose a report channel, then test with one real run.
Questions about this workflow
Does the automation send reminders to proposal recipients?
No. The available action retrieves opened proposals; Notis can report possible follow-ups to your chosen channel.
Can I choose the schedule?
Yes. Select a recurring schedule when setting the trigger in the portal, and specify your preferred cadence in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Better proposals. A trigger fires from one place; an action lands in another.
Canvas triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Canvas 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.