Review new proposals when an intake signal arrives
When your intake process sends a webhook, Notis can retrieve newly created proposals and put the records in your report channel.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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 proposal activity may not reach the person who needs to review it, especially when intake starts outside the proposal app.
- Start a proposal review from an existing HTTP request in your intake process.
- Bring newly created proposals into a focused Notis report.
- Reduce the need to check the proposal app manually.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve new proposals and summarize the returned details relevant to the intake request.
- 4Pick a webhook as the trigger and choose where run reports go.
- 5Test with one real webhook request and review the report.
Questions about this workflow
Does the webhook create a proposal?
No. It starts the automation, which retrieves new proposals already present in Better Proposals.
What sends the webhook?
An HTTP request from your existing intake process starts the workflow. Set up that request outside this trigger selection if it is not already available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Better proposals. A trigger fires from one place; an action lands in another.
Google Drive 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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Connect any two apps with Notis in the middle.
Google Drive and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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