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Notis

Know whether a template fits

Get the useful details before you build on the wrong structure.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Template Details

Tool to retrieve details of a specific template. use after selecting the template id to fetch metadata.

Why this helps

A template can look right until missing sections create rework.

  • Catch structural gaps early
  • Choose templates with better context
  • Reduce proposal rework

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Better Proposals in Notis.
  • 2Create an automation named Template Fit Brief.
  • 3Tell Notis to retrieve the selected template details and compare them with your project brief.
  • 4Choose a webhook trigger.
  • 5Select a report channel and test with one template id.

Questions about this workflow

Do I need a template id?

Yes. Provide the id when calling the webhook.

Can it recommend changes?

It can identify gaps and questions based on the returned details and your brief.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Company

Tool to create a new company. use after confirming the company does not already exist.

ActionInstant

Create Document Type

Tool to create a new document type. use after confirming the desired type name does not already exist.

ActionInstant

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.

ActionInstant

Get All Companies

Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.

ActionInstant

Get All Currencies

Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.

ActionInstant

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.

ActionInstant

Get All Proposals

Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.

ActionInstant

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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