Include proposal account settings in risk reviews
Give reviewers the account context they need before assessing proposal operations.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
A review can be slowed by searching for basic currency, tax, or timezone settings in another system.
- Surface account context on demand
- Reduce setup lookup time
- Make review reports more complete
Setup
Build it in a few focused steps.
- 1Connect 21risk and Better Proposals in Notis once.
- 2Create an automation that retrieves Better Proposals settings when a 21risk review request arrives.
- 3Choose the Notis webhook trigger.
- 4Select where reports should be delivered.
- 5Test it with one real review request.
Questions about this workflow
What settings are retrieved?
The action retrieves current account settings such as default currency, tax, and timezone when available.
Does it modify settings?
No. It only retrieves them for the review.
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.
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.
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.