Get a recurring snapshot of proposal volume
Keep proposal volume visible with a small scheduled report from Better Proposals.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Count
Tool to retrieve the total count of proposals. use when you need to know how many proposals exist.
Why this helps
Proposal volume is easy to forget to check when reporting requires opening another app.
- See the current proposal count on a recurring schedule.
- Reduce manual reporting checks.
- Deliver the snapshot to the channel your team already uses.
Setup
Build it in a few focused steps.
- 1Connect 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 the proposal count and report it with the run date.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real run and review the count report.
Questions about this workflow
Does the count show how many proposals were created this week?
The listed action returns a total count. It does not provide a date range unless the action data supports one.
Can this alert me when the count changes?
The count action provides a current total. A change comparison would require a stored prior baseline, which should be supplied or available to Notis.
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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Contact Created Trigger
Contact Created Trigger
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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
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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.