Review sent proposals when tickets arrive
Keep active proposal conversations visible during support work.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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 go quiet while teams focus on incoming tickets.
- Find proposals needing attention
- Reduce missed follow-ups
- Give teams one concise handoff
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Better Proposals in Notis.
- 2Create an automation named Sent proposal review.
- 3Tell Notis to retrieve sent proposals and identify records that may need action based on the new ticket.
- 4Choose Zendesk New Ticket as the trigger.
- 5Select a report channel, then test with one real ticket.
Questions about this workflow
Can it update a proposal status?
No. The available action retrieves sent proposals for review.
Can I define what needs action?
Yes. Include your review criteria in the plain language instruction.
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.
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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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No card. Works with personal or business Better proposals.