Review sent proposals alongside HubSpot deal movement
See what has been sent in Better Proposals while you are already reviewing a changing deal.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Why this helps
Deal reviews can miss whether a proposal has been sent because that detail sits in another app.
- Retrieve sent proposal records when deal stages change.
- Keep proposal dispatch visible during pipeline review.
- Make any proposed match transparent when data is incomplete.
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 enter a name and prompt.
- 3In one instruction, ask Notis to retrieve sent proposals and report relevant details with the changed deal context.
- 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 send a proposal?
No. It retrieves the list of sent proposals after the HubSpot event; it does not dispatch documents.
Can it confirm a proposal was sent for this deal?
Only if the returned proposal details contain enough information to establish that relationship.
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
Create Proposal Cover
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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No card. Works with personal or business Better proposals.