Prioritize opened proposals after file updates
Updated project material can change what deserves attention. Check who is already engaged.
Trigger
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
Teams update project files while opened proposals sit unnoticed in another system.
- Surface engaged prospects quickly
- Connect project updates to buyer activity
- Reduce missed follow ups
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Better Proposals once in Notis.
- 2Create an automation describing how updated files should prompt a review of opened proposals and a short priority summary.
- 3Pick the File Updated trigger.
- 4Select a report channel for the priority summary.
- 5Run a test with one recently updated file.
Questions about this workflow
What does the workflow return?
It retrieves opened proposals and summarizes which ones deserve attention based on your instruction.
Can I limit updates to a folder?
Describe the folder rule in the automation prompt if your connected trigger payload includes that context.
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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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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