Review the exact quote behind a new inquiry
Move from a form response to the precise pricing record in one step.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Get Quote
Tool to retrieve details of a specific quote. use when you need full quote data by id.
Why this helps
Teams waste time searching broad quote lists when the inquiry already references a specific quote.
- Open the exact quote faster
- Reduce manual searching
- Support accurate follow-up
Setup
Build it in a few focused steps.
- 1Connect Typeform and Better Proposals.
- 2Create an automation describing the quote detail lookup.
- 3Pick New Form Response as the trigger.
- 4Choose a report destination.
- 5Test with one response containing a quote reference.
Questions about this workflow
What must the response include?
It needs a reliable quote identifier or enough context to locate one.
Does this update the quote?
No. It retrieves quote details only.
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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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.