Know which proposals have been opened
Get an opened-proposal check from the DM where the question came up, without a separate search session.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
A private follow-up question can be easy to lose while switching apps to check recipient activity.
- Check recipient activity in response to the actual question.
- Keep the result close to the DM context.
- Avoid reopening proposal lists just to answer one person.
Setup
Build it in a few focused steps.
- 1Connect Slack and Better Proposals to Notis once.
- 2Create an automation by asking Notis in plain language to retrieve opened proposals when a DM asks about recipient activity and summarize matching results.
- 3Select the Slack direct message trigger and choose a channel for run reports.
- 4Test with one real DM asking whether a proposal was opened.
Questions about this workflow
Does this tell me whether the client signed?
It checks opened proposals only. For signed status, use a separate workflow that retrieves signed proposals.
Does it send a DM reply automatically?
Describe the desired response in the prompt and let Notis report the run through the chosen channel; review the result before replying if needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Better proposals. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack 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.