Connect new requests with proposals already sent
See which conversations have already moved from inquiry to proposal.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Get Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Why this helps
Sent proposals can disappear from attention when a new request enters the queue.
- Refresh sent proposal visibility
- Keep outreach coordinated
- Reduce dropped follow-ups
Setup
Build it in a few focused steps.
- 1Connect Typeform and Better Proposals.
- 2Create an automation describing the sent proposal review.
- 3Pick New Form Response as the trigger.
- 4Choose the report destination.
- 5Test with one real response.
Questions about this workflow
Does it include every sent proposal?
It retrieves the paginated sent proposal results available from Better Proposals.
Can the report highlight likely matches?
Yes, if the response includes enough identifying context for Notis to compare.
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.
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New Form Response
Triggers when a respondent completes and submits the form.
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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.
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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.