Keep paid proposal records easy to reconcile
A recurring review of paid proposals makes completed client work easier to spot and hand off for your next internal steps.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Paid Proposals
Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.
Why this helps
Paid status is useful only when the right person sees it and can decide what to do next.
- See paid proposal records in a regular report.
- Make completed client decisions easier to review with your team.
- Reduce manual checks for the paid proposal list.
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 paid proposals and summarize the returned details for your reconciliation review.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real run and check that the report contains the details your process needs.
Questions about this workflow
Does this verify payment in an accounting system?
No. It retrieves proposals marked paid in Better Proposals. It does not check an external accounting or banking record.
Can it reconcile against a baseline?
Only if you provide the baseline or connect another data source through a separate workflow. This package's action retrieves paid proposals.
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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Get All Document Types
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Google Drive Changes
Triggers when changes are detected in a Google Drive.
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.
Google Drive and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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