Review opened proposals as HubSpot deals move stages
Bring recipient-opened proposal activity into the moment a deal changes stage.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
Pipeline movement and proposal engagement are split across apps, making it harder to spot what needs attention.
- See opened proposals in a report triggered by a deal update.
- Review proposal engagement alongside pipeline movement.
- Keep follow-up decisions grounded in returned data.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3In one instruction, ask Notis to retrieve opened proposals and summarize relevant returned activity for the deal stage alert.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal stage update and review the report.
Questions about this workflow
Does this update the HubSpot deal based on proposal opens?
No. The listed Better Proposals action retrieves opened proposals; it does not update HubSpot.
Will every opened proposal be tied to the changed deal?
Only if returned data provides enough information to match them. Otherwise the report should clearly present the opened proposal list without asserting a link.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Better proposals. A trigger fires from one place; an action lands in another.
Hubspot triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Contact Created Trigger
Contact Created Trigger
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
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.
Hubspot and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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