Create a proposal template briefing
Give your team the context they need before adapting a proposal template.
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
Template details and internal delivery notes live in separate places, slowing preparation.
- Speed up preparation
- Preserve internal context
- Reduce repeated searching
Setup
Build it in a few focused steps.
- 1Connect 1Password and Better Proposals in Notis once.
- 2Create an automation that fetches the specified template details and combines them with the supplied internal notes.
- 3Pick a webhook trigger.
- 4Choose where run reports should go.
- 5Test with one real template reference.
Questions about this workflow
Can it select a template for me?
The workflow fetches details for the template reference supplied in the webhook.
What notes can it use?
Use relevant delivery, positioning, or account notes stored in 1Password.
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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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.
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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.
1password 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.