Keep proposal settings reviewable
Get a periodic view of defaults that influence every proposal.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Settings
Tool to retrieve current account settings. use when you need default currency, tax, and timezone configuration before creating proposals.
Why this helps
Settings drift can go unnoticed until a proposal exposes the problem.
- Review defaults on a schedule
- Spot unexpected configuration changes
- Create a simple accountability trail
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Better Proposals in Notis.
- 2Create an automation named Proposal Settings Audit.
- 3Tell Notis to retrieve settings and highlight changes or items needing confirmation.
- 4Pick a recurring cron schedule.
- 5Choose a report channel and test with one real account review.
Questions about this workflow
Can it compare with a standard?
Yes. Include your preferred defaults in the prompt for comparison.
Does it change settings?
No. This workflow only retrieves and reviews settings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Better proposals. A trigger fires from one place; an action lands in another.
0CodeKit 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.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Create Proposal Cover
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.
0CodeKit 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.