Keep paid proposal records in your regular review
Put paid proposal activity into a scheduled report so it is ready when you review the week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Paid Proposals
Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.
Why this helps
Paid proposal records can be missed when a founder has to remember to check another app.
- Retrieve paid proposals on a recurring schedule.
- Review returned paid records in a single report.
- Avoid manual app checks as part of the regular routine.
Setup
Build it in a few focused steps.
- 1Connect 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 paid proposals and summarize the returned records without inferring an unprovided time period.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real run and review the recap.
Questions about this workflow
Does this recap include only proposals paid since the previous run?
The listed action retrieves paid proposals, but no date filtering or previous-run comparison is specified. Ask Notis to report the records returned as-is.
Does this update a payment status?
No. It retrieves paid proposals for reporting.
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.
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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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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.