See new proposal activity when a HubSpot contact is created
Get a quick view of newly created proposals alongside each new HubSpot contact alert.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Get New Proposals
Tool to retrieve all new proposals. use after validating credentials when you need only newly created proposals.
Why this helps
A new contact arrives, but proposal activity lives in another app and is easy to miss while switching context.
- Review recent new proposals alongside the contact notification.
- Keep contact triage and proposal context in one run report.
- Reduce app switching during inbound lead review.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Better Proposals once in the Notis portal.
- 2Create an automation by naming it and adding a prompt in Automations, New Automation.
- 3In one instruction, ask Notis to retrieve new proposals and summarize relevant context with the new contact alert.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact and review the report.
Questions about this workflow
Does this create a proposal for the new contact?
No. The available Better Proposals action retrieves new proposals; it does not create or send one.
Can Notis know which proposal belongs to the contact?
Only when returned proposal data includes usable identifying details. If it does not, ask Notis to report the list without claiming a match.
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
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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.