Bring fresh context to aging quote follow-ups
Review older proposals with current context and a clear prompt to decide whether a follow-up still makes sense.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Quotes
Tool to retrieve a list of quotes. use when you need to list, filter, or page through sales quotes. use after obtaining the tenant id via connections.
Why this helps
Aging quotes can disappear from attention when there is no simple routine for checking whether circumstances have changed.
- Give selected opportunities a regular review point.
- See current research beside existing quotes.
- Prioritize follow-ups with more context and less searching.
Setup
Build it in a few focused steps.
- 1Connect Tavily and Xero to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to set it up in plain language.
- 3Name the opportunity group in one instruction and ask Notis to gather current Tavily context plus relevant Xero quotes for review.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one aging quote and confirm the result supports a clear follow-up decision.
Questions about this workflow
Does this mark quotes as expired?
No. It retrieves quotes and context for you to review.
Can it run every week?
Yes. Choose a recurring schedule that fits your review routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Tavily to Xero. A trigger fires from one place; an action lands in another.
Tavily triggers
Xero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Connections
Tool to list active xero connections. use when you need to retrieve all current tenant connections for the authenticated user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contacts
Tool to retrieve a list of contacts. use when you need up-to-date contact information with filtering, paging, or incremental updates.
Get Quotes
Tool to retrieve a list of quotes. use when you need to list, filter, or page through sales quotes. use after obtaining the tenant id via connections.
Update Invoice
Tool to update an existing invoice. use when you need to modify the details of an invoice after it's been created.
Connect any two apps with Notis in the middle.
Tavily and Xero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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