Confirm a proposal document type
Choose the right document type before proposal preparation begins.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A wrong document type can send a proposal into the wrong internal process.
- Reduce setup errors
- Speed document preparation
- Keep internal preferences consistent
Setup
Build it in a few focused steps.
- 1Connect 1Password and Better Proposals in Notis once.
- 2Create an automation that reads the stored preference and retrieves available document types for comparison.
- 3Pick a webhook trigger.
- 4Choose where run reports should go.
- 5Test with one real document type preference.
Questions about this workflow
Why are there two document type actions?
This workflow uses the listed document type retrieval action to support selection and confirmation.
Does it create a document type?
No. It retrieves available document types for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Better proposals. A trigger fires from one place; an action lands in another.
1password 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.
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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.
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Connect any two apps with Notis in the middle.
1password and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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