Check opened proposals after page updates
Pair documentation changes with a fast view of which proposals clients opened.
Trigger
Page Updated
Triggers when a Confluence page is updated (any edit that creates a new version).
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
Important project updates can happen while proposal engagement goes unnoticed.
- Surface proposal engagement at the right moment
- Spot follow-up opportunities sooner
- Keep documentation and sales awareness connected
Setup
Build it in a few focused steps.
- 1Connect Confluence and Better Proposals once.
- 2Create an automation named Opened proposal check.
- 3Describe that Notis should retrieve opened proposals and summarize likely follow-ups using the updated page.
- 4Choose the Confluence Page Updated trigger and a report destination.
- 5Test with one page update.
Questions about this workflow
What does opened mean here?
It refers to proposals returned by Better Proposals as opened.
Can it send a reminder to the client?
This workflow reports opened proposals only. It does not send messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Confluence to Better proposals. A trigger fires from one place; an action lands in another.
Confluence 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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Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
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Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
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.
Confluence and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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