Find newly created proposals linked to new Coda work
Keep fresh proposal activity connected to fresh project planning.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
Action
Get New Proposals
Tool to retrieve all new proposals. use after validating credentials when you need only newly created proposals.
Why this helps
New proposals can be created in a separate system without the project team seeing them.
- Improve visibility into new proposals
- Reduce duplicate proposal effort
- Connect planning and sales activity
Setup
Build it in a few focused steps.
- 1Connect Coda and Better Proposals once in Notis.
- 2Create an automation named Scan new proposals for new Coda docs.
- 3Tell Notis to retrieve new proposals and summarize those relevant to the document.
- 4Pick New Coda Document as the trigger and choose a report channel.
- 5Test with one real document.
Questions about this workflow
Does it return every proposal?
It uses the action for new proposals and can summarize those relevant to the Coda context.
Can it create a proposal from the document?
No. This workflow is a review of newly created proposals.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Better proposals. A trigger fires from one place; an action lands in another.
Coda triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Coda Document Trigger
Triggers when a new Coda document is created.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Get All Proposals
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.
Coda 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.