Keep newly created proposals visible
Get a scheduled view of new proposals, with a short summary that is easy to scan between other work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get New Proposals
Tool to retrieve all new proposals. use after validating credentials when you need only newly created proposals.
Why this helps
New proposals can be easy to overlook when updates are spread across busy work queues.
- Create a predictable place to review new proposals.
- Reduce the need to open the proposal app just to check for activity.
- Make the report easy to scan and act on.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals once in the Notis portal.
- 2Create an automation and name it for the proposal review.
- 3Tell Notis to summarize the new proposals returned and highlight missing information that prevents a useful review.
- 4Pick a recurring schedule as the trigger.
- 5Choose a report channel and test with one real example.
Questions about this workflow
Does this send follow-up messages to clients?
No. The selected action retrieves newly created proposals and the automation reports on them.
Can I choose how often it runs?
Yes. Select the recurring schedule that fits your review routine when you create the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Better proposals. A trigger fires from one place; an action lands in another.
Jira 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.
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Project
Triggered when a new project is added in Jira
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.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
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.
Jira and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.