Review Opened Proposals After a Follow-Up Task
Finish a Salesforce task and get a concise view of opened proposals to help decide what deserves your next follow-up.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
A completed call or follow-up task can be disconnected from proposal activity, leaving the next step easy to miss.
- Pair task completion with a proposal activity review.
- Make opened proposals easier to notice.
- Help decide the next follow-up based on available results.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Better Proposals once in the Notis portal.
- 2Create an automation with a name and the review outcome in its prompt.
- 3Ask Notis to retrieve opened proposals after a completed Salesforce task and summarize items for follow-up review, noting that the results may not identify the task's client.
- 4Pick the Salesforce Task Created or Completed trigger and choose a report channel.
- 5Test with one real completed task and confirm the report fits your follow-up process.
Questions about this workflow
Can it tell which opened proposal belongs to the completed task?
The listed opened-proposals action returns opened proposals, but the provided event descriptions do not guarantee a link to a specific Salesforce task. The report should state this limitation.
Can it send a follow-up to the recipient?
No. The available actions do not send proposal follow-ups. This workflow surfaces records for a person to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Better proposals. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce 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.