Keep opened proposal follow-up visible every day
Start the day with engagement signals already organized.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
Opened proposals can lose momentum when follow-up depends on memory and manual checking.
- Create a consistent daily review
- Prioritize engaged prospects
- Reduce follow-up omissions
Setup
Build it in a few focused steps.
- 1Connect Better Proposals in Notis.
- 2Create an automation describing the daily opened proposal report.
- 3Pick a Notis recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one real run.
Questions about this workflow
Does this require a Typeform response?
No. It is a Notis scheduled review of opened proposals.
Can it send messages to prospects?
No. It prepares the report for your chosen channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Better proposals. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform 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.