Turn New Proposals Into a Clear Review List
Get a scheduled summary of new proposals so they do not disappear into another inbox or app.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get New Proposals
Tool to retrieve all new proposals. use after validating credentials when you need only newly created proposals.
Why this helps
New proposals can accumulate between check-ins, leaving founders to reconstruct what needs attention.
- Create a repeatable proposal review rhythm.
- Summarize new records into a focused list.
- Make items needing a human decision easier to spot.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals in the Notis portal.
- 2Create an automation and describe the scheduled triage outcome.
- 3Ask Notis to retrieve new proposals and summarize visible status and next-step questions without inventing owners or deadlines.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and adjust the summary instruction if needed.
Questions about this workflow
Can it determine which proposal is overdue?
Only if the retrieved data includes dates that support that conclusion. Otherwise, the summary should avoid claiming an item is overdue.
Does the schedule send reminders to clients?
No. It retrieves and summarizes new proposals; client follow-up sending is not among the listed actions.
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
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No card. Works with personal or business Better proposals.