Auto-Monitor Proposal Engagement
Know instantly which proposals your clients have engaged with. Perfect your follow-up.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
You want to know if a client has seen your proposal, but checking engagement requires manual lookup. You might miss follow-up timing.
- See which proposals clients have opened
- Perfect follow-up timing
- No manual tracking needed
Setup
Build it in a few focused steps.
- 1Connect Linear and Better Proposals to Notis.
- 2Tell Notis: 'When a Linear issue is updated with label "engagement-check", fetch all opened proposals from Better Proposals.'
- 3Pick your notification channel.
- 4Test by labeling an issue and confirming engagement data appears.
Questions about this workflow
Can I see open timestamps?
Yes. Ask Notis to include when each proposal was opened so you know timing.
How do I know who opened a proposal?
Notis will show the client contact who opened it, or flag if it's unknown.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Better proposals. A trigger fires from one place; an action lands in another.
Linear 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.
Comment Received Trigger
Triggered when a comment is received.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Issue Created Trigger
Triggered when a new issue is created.
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.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
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.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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.
Linear 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.