Turn sales notes into proposal follow-up
A note in your CRM should lead to a clear next step.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Why this helps
Useful deal updates get buried because proposal status lives somewhere else.
- Surface relevant proposals
- Reduce context switching
- Make follow-up visible
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Better Proposals once.
- 2Create an automation asking Notis to retrieve proposals and summarize which ones relate to each new note.
- 3Pick New Note Received as the trigger.
- 4Choose a report channel and test with a real note.
Questions about this workflow
How does Notis know which proposal is relevant?
Include client, deal, or project details in the note and tell Notis how to match them.
Can it update proposal status?
This workflow reports proposal data only; use an available update action if your account exposes one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Better proposals. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive 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.