Find an approved proposal template for risk work
Move from a 21risk action to the right proposal starting point without searching manually.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Templates
Tool to retrieve a paginated list of all templates. use when you need to list available templates for selection.
Why this helps
Teams lose time hunting through templates when a compliance action suddenly needs client communication.
- Speed up template selection
- Keep client documents consistent
- Reduce manual searching
Setup
Build it in a few focused steps.
- 1Connect 21risk and Better Proposals in Notis once.
- 2Create an automation that retrieves available proposal templates when a 21risk action needs a client-facing document.
- 3Choose the Notis webhook trigger.
- 4Select where run reports should go.
- 5Test it with one real action request.
Questions about this workflow
Does this create a new proposal?
No. It lists available templates for selection.
Can Notis recommend one template?
Yes. Include the document purpose and approved selection criteria in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Better proposals. A trigger fires from one place; an action lands in another.
21risk 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 Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
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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.
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.
21risk 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.