Check for signed proposals when a deal stage changes
See signed proposal activity alongside deal movement, with matches stated only when the data supports them.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
A deal can move stages while its signed proposal status remains buried in a separate workspace.
- Bring signed proposal records into a deal change report.
- Surface a confirmed match or clearly note that one cannot be established.
- Make pipeline review more focused.
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, with a name and prompt.
- 3In one instruction, ask Notis to retrieve signed proposals and compare available details with the updated deal without guessing at matches.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real stage change and review the report.
Questions about this workflow
Will this mark the HubSpot deal as signed?
No. The available action retrieves signed proposals from Better Proposals and does not change the HubSpot deal.
What if proposal records lack deal identifiers?
The report should say that a match could not be confirmed and show the relevant returned information.
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
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Deal Stage UpdatedTrigger
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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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