Keep proposal account defaults visible
A small scheduled audit helps you notice default currency, tax, and timezone settings before they cause friction.
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
Default settings quietly shape proposals, yet busy teams rarely remember to review them.
- Keep defaults visible to the team
- Catch configuration drift earlier
- Reduce surprises in proposal preparation
Setup
Build it in a few focused steps.
- 1Connect 44API and Better Proposals in Notis once.
- 2Create an automation named Proposal account settings audit.
- 3Tell Notis to retrieve Better Proposals account settings and compare them with any 44API account requirements you provide, highlighting differences.
- 4Pick a recurring Notis schedule as the trigger and choose where run reports should go.
- 5Test with one real account context and confirm the audit report.
Questions about this workflow
Can this edit Better Proposals settings?
No. The selected action retrieves current settings for review.
Which settings are included?
The action can return account defaults such as currency, tax, and timezone when available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 44API to Better proposals. A trigger fires from one place; an action lands in another.
44API 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.
44API and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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