Request a proposal pipeline report on demand
Send one webhook request and receive a current proposal pipeline summary.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Why this helps
Ad hoc pipeline checks are easy to postpone when they require several manual steps.
- Request reports from other tools
- Reduce manual status checks
- Create repeatable pipeline visibility
Setup
Build it in a few focused steps.
- 1Connect Better Proposals in Notis.
- 2Create an automation named for on-demand pipeline reporting.
- 3Describe the proposal summary you want Notis to produce from each webhook request.
- 4Choose the Notis webhook trigger and select a report channel.
- 5Test with one real webhook payload.
Questions about this workflow
What sends the webhook?
Any authorized system that can make an HTTP request to the Notis webhook endpoint.
Can the payload include a client filter?
Yes, if the sending system provides that context and your instruction explains how to use it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Better proposals. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
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.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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.
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.
Todoist 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.