Check existing quotes before preparing pricing
Bring current quote context into the first response review.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Get All Quotes
Tool to retrieve a paginated list of all quotes. use after setting pagination parameters.
Why this helps
Pricing work gets repeated when incoming requests are reviewed without quote history.
- Find related quotes faster
- Reduce repeated pricing research
- Improve response consistency
Setup
Build it in a few focused steps.
- 1Connect Typeform and Better Proposals.
- 2Create an automation describing the quote review.
- 3Pick New Form Response as the trigger.
- 4Choose where reports should go.
- 5Test with one real submission.
Questions about this workflow
Can it create a quote?
No. The available action retrieves quotes for comparison.
Can it use pagination?
Yes. The instruction can ask Notis to review the returned paginated quote results.
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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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.
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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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