Recognize paid clients when new inquiries arrive
Start each response with a clearer picture of prior paid work.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Get Paid Proposals
Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.
Why this helps
A new inquiry from an existing customer can be handled like a cold lead without payment history.
- Recognize repeat customers
- Prioritize account-aware replies
- Reduce unnecessary requalification
Setup
Build it in a few focused steps.
- 1Connect both apps in Notis.
- 2Create an automation describing the paid proposal review.
- 3Pick New Form Response as the trigger.
- 4Select a report channel.
- 5Test with one real submission.
Questions about this workflow
What does the action return?
It retrieves paid proposal records from Better Proposals.
Will it expose payment credentials?
No. The workflow uses proposal records returned by the connected account.
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.
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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 Form Response
Triggers when a respondent completes and submits the form.
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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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.