Check signed proposals after sharing changes
Permission changes can affect deal visibility. Confirm your signed proposal picture stays clear.
Trigger
Sharing Permission Added or Removed
Sharing Permission Added or Removed
Action
Get Signed Proposals
Tool to retrieve all signed proposals. use when you need to list proposals clients have signed after confirming credentials.
Why this helps
Access changes happen without a corresponding review of completed commercial commitments.
- Keep signed work discoverable
- Spot access related handoff gaps
- Support clean deal records
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Better Proposals once.
- 2Create an automation telling Notis to retrieve signed proposals after a permission change and flag any review needed.
- 3Pick the Sharing Permission Added or Removed trigger.
- 4Choose where run reports should go.
- 5Test with a controlled permission change.
Questions about this workflow
Does this change permissions in Better Proposals?
No. It retrieves signed proposals for review using action 1389.
Can I ask for a specific collaborator check?
Yes. Include the collaborator or folder context in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Better proposals. A trigger fires from one place; an action lands in another.
One drive 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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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.
One drive and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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