Spot opened proposals behind new support tickets
See buying signals while the conversation is active.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
Teams can miss proposal engagement when support work takes priority.
- Highlight recent proposal engagement
- Help teams prioritize follow-up
- Keep support and revenue context connected
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Better Proposals in Notis.
- 2Create an automation named Opened proposal ticket triage.
- 3Tell Notis to review opened proposals and identify any that may relate to the new ticket.
- 4Choose Zendesk New Ticket as the trigger.
- 5Select a report channel, then test with one real ticket.
Questions about this workflow
Does this send a customer message?
No. It creates an internal report for your chosen channel.
Can it decide which proposal is related?
Notis can compare available event details and returned proposal data, then explain its reasoning.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Better proposals. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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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.
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.
Zendesk and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.