Turn a webhook into an opened proposal review
When another system signals that it is time to check engagement, Notis can fetch opened proposals and prepare a short review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
It is hard to keep client interest visible when proposal activity and your operating rhythm live in different places.
- Use an HTTP request to start a timely engagement review.
- Gather opened proposals from Better Proposals in one place.
- Prepare a human review without implying that an opened proposal needs an automatic follow-up.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, then give it a name and prompt.
- 3Tell Notis to retrieve opened proposals and summarize the available client engagement details for human review.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real example request and review the report.
Questions about this workflow
What starts this workflow?
An HTTP request to the automation webhook starts it.
Will it contact clients?
No. It retrieves opened proposals and prepares a summary for a person to review.
Does it know when a proposal was opened?
Only if the Better Proposals action returns that information. The summary should stick to available details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Better proposals. A trigger fires from one place; an action lands in another.
Google Sheets 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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Filtered Range Values Changed
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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 Sheets and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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