Notify Your Sales Rep the Instant a Prospect Opens the Proposal
An n8n workflow that fires when a prospect views a sent proposal or quote, and instantly pings the owning rep with who's looking and for how long — so they follow up while the prospect is still reading, when a call is most likely to land.
- 1
Catch the view event
A
Webhookreceives the 'proposal viewed' event with the prospect, document and the owning rep. - 2
Enrich the alert
A
Setnode assembles a useful message: who viewed, which proposal, and how long they've spent if provided. - 3
Ping the rep
A
Slacknode DMs the owning rep immediately so they can reach out while the prospect is still engaged. - 4
Log the signal
A
Google Sheetsnode records views over time, so repeated opens (a strong buying signal) are visible for prioritization.
Frequently asked questions
How does it know the proposal was viewed?
Document tools like PandaDoc, DocSend, Proposify or a tracked PDF fire a 'viewed' webhook. Or embed a tracking pixel that hits an n8n webhook on open. Either way the workflow receives the view event with the prospect and document.
Why does timing matter this much?
A prospect reading your proposal right now is as warm as they'll ever be. A call or message in that window feels helpful, not pushy, and dramatically outperforms a follow-up days later. This turns an invisible signal into an actionable moment.
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