Check the template before you draft
Verify the company, then confirm the selected template has the right structure and defaults.
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
Choosing a template by memory can create avoidable edits when the verified company needs a different setup.
- Inspect template metadata before use
- Catch fit issues while changes are cheap
- Keep verified intake context attached to template decisions
Setup
Build it in a few focused steps.
- 1Connect 44API and Better Proposals in Notis once.
- 2Create an automation named Template details after company check.
- 3Tell Notis to validate the incoming 44API company context, retrieve the selected Better Proposals template details, and explain any fit concerns.
- 4Pick the 44API webhook as the trigger and choose where run reports should go.
- 5Test with one real template id and verified company request.
Questions about this workflow
Does this choose a template for me?
No. It retrieves the selected template details and summarizes fit considerations.
What if the template id is missing?
Notis reports that the id is needed before it can retrieve template details.
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.
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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.
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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.
44API and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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