Keep Signed Proposals Connected to Deal Follow-Through
A regular signed-proposal review gives you a clear cue to check the related Salesforce opportunity and next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Signed Proposals
Tool to retrieve all signed proposals. use when you need to list proposals clients have signed after confirming credentials.
Why this helps
A signed proposal is a meaningful deal milestone, but recording the follow-through in Salesforce can get lost among other work.
- Make signed proposals part of a regular deal review.
- Prompt a human to check related Salesforce records.
- Reduce the chance of losing the next step after signature.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Salesforce once in the Notis portal.
- 2Create an automation and describe the signed-proposal review outcome.
- 3Ask Notis to list signed proposals and prepare a follow-through summary, identifying any Salesforce matching details that are unavailable.
- 4Pick a recurring schedule and choose a report channel.
- 5Test with one real schedule run and review the summary.
Questions about this workflow
Does this update Salesforce when a proposal is signed?
No. The listed action retrieves signed proposals, and the listed Salesforce triggers do not provide an update action.
Will every signed proposal match a Salesforce opportunity?
Not necessarily. The available descriptions do not guarantee shared identifiers, so the workflow should flag uncertain matches for 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
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