Request proposal visibility when you need it
Get the latest proposal context without opening another dashboard.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Ad hoc reviews take too long when the information is spread across systems.
- Prepare for meetings faster
- Answer status questions quickly
- Reduce dashboard switching
Setup
Build it in a few focused steps.
- 1Connect Better Proposals in Notis.
- 2Create an automation asking Notis to retrieve proposals and format a concise snapshot.
- 3Choose a Notis webhook trigger and copy its endpoint into your calling system.
- 4Select a report channel, then test with one real request.
Questions about this workflow
What can call the webhook?
Any system that can send an HTTP request to the Notis webhook endpoint.
Can the snapshot be scoped?
Yes. Include the desired client, date range, or status in the webhook payload or prompt.
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.