Keep signed proposal decisions visible
Signed proposals mark an important client decision. Get a scheduled list in your Notis report so the next operational step is easier to remember.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Signed Proposals
Tool to retrieve all signed proposals. use when you need to list proposals clients have signed after confirming credentials.
Why this helps
Signed proposal decisions can get buried among other updates, leaving follow-on work waiting for someone to notice.
- Collect signed proposals in a recurring review.
- Keep completed decisions visible alongside your regular work.
- Use the report to identify next steps that your team has defined.
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 signed proposals and summarize the available client and proposal details for operational review.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real run and confirm the summary includes the details you need.
Questions about this workflow
Will this update another system after a proposal is signed?
No. The available target action retrieves signed proposals and reports them in Notis.
Can it include tasks such as onboarding or kickoff?
It can summarize the signed proposal data, but any task list or operational next steps must be provided in your instruction or handled separately.
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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