See the proposal context behind every new form response
Keep the latest proposal pipeline visible when a new inquiry arrives.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
A new response can sit unnoticed while proposal work continues in a separate system.
- Refresh proposal context automatically
- Spot related work sooner
- Reduce manual list checking
Setup
Build it in a few focused steps.
- 1Connect both apps in Notis.
- 2Create an automation describing the proposal review outcome.
- 3Pick New Form Response as the trigger.
- 4Select a report destination.
- 5Test with one real submission.
Questions about this workflow
What data is returned?
Better Proposals returns its paginated proposal list for review.
Can the workflow filter proposals?
Notis can analyze the returned list using instructions, but any missing identifier must be supplied in the response or prompt.
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.