Prepare a merge tag checklist from each campaign brief
Turn campaign context into a clear list of personalization options before you start drafting a proposal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Merge Tags
Lists available custom merge tags.
Why this helps
Remembering which client details can be personalized makes proposal preparation slower and easier to overlook.
- See available personalization tags alongside campaign context.
- Reduce repeated account lookups before drafting.
- Spot missing client details before they slow down proposal writing.
Setup
Build it in a few focused steps.
- 1Connect Abyssale and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to compare the incoming brief context with available merge tags and report useful tags and missing details.
- 4Choose the webhook trigger and where run reports should go.
- 5Send one real campaign brief webhook and review the checklist.
Questions about this workflow
Will the automation fill in proposal content?
No. It retrieves the available merge tags and reports a checklist. The listed actions do not create or edit proposal content.
Can it identify missing client details?
It can flag details that the brief does not supply, based on the context you include in the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abyssale to Better proposals. A trigger fires from one place; an action lands in another.
Abyssale triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Company
Creates a new company.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Type
Creates a new document type.
Create Proposal Cover
Creates a proposal cover design.
Get All Companies
Lists all companies.
Get All Currencies
Lists all available currencies.
Get All Document Types
Lists available document types.
Get All Proposals
Lists all proposals.
Get All Quotes
Lists all quotes.
Connect any two apps with Notis in the middle.
Abyssale and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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