Confirm proposal signatures in context
When the team celebrates or asks about a signature, check the signed-proposal list and keep the confirmation with the discussion.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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 verbal or Slack update can be mistaken for a completed signature without checking the proposal record.
- Ground team updates in the signed-proposal list.
- Keep confirmation near the relevant discussion.
- Reduce uncertainty before moving work forward.
Setup
Build it in a few focused steps.
- 1Connect Slack and Better Proposals to Notis once.
- 2In the portal or conversationally, instruct Notis to retrieve signed proposals when a channel message asks to confirm a signature and summarize matching records.
- 3Select the Slack channel message trigger and choose a channel for run reports.
- 4Test with one real message about a proposal believed to be signed.
Questions about this workflow
Will the workflow sign anything?
No. It only retrieves records that Better Proposals lists as signed.
What if the matching proposal is not found?
Ask Notis to say clearly when no matching signed record appears, rather than treating a Slack claim as confirmation.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New Channel Created Trigger
Triggered when a new channel is created in Slack.
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Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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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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