Review currency and tax context before proposal work
Put account defaults beside project estimate details so potential currency or tax questions are visible before proposal preparation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Settings
Retrieves the current account settings.
Why this helps
Project estimates and proposal defaults can be reviewed in different places, making assumptions harder to notice.
- Retrieve current Better Proposals account settings for review.
- Compare available currency or tax details with AccuLynx project information when present.
- Call out missing or conflicting details without changing account settings.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Better Proposals once in the Notis portal.
- 2Create a scheduled estimate context review.
- 3Tell Notis to summarize Better Proposals settings beside relevant AccuLynx estimate details and report possible mismatches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Review one report and verify any currency or tax questions against your source records.
Questions about this workflow
Will this change tax or currency settings?
No. It retrieves settings for review and does not update them.
Can it determine the correct tax treatment?
No. It can surface the settings and project details available to it, but a person should verify what applies.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Better proposals. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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