Find a suitable proposal template for a project request
Start with the templates already available and a short explanation of which ones may fit the project request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Templates
Lists all templates.
Why this helps
Searching through templates and remembering each one's purpose adds friction before a proposal can even be drafted.
- Retrieve the available Better Proposals templates for comparison.
- Use project request details supplied by the webhook to explain likely fits.
- Keep template selection with a person when the request is ambiguous.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Better Proposals once in the Notis portal.
- 2Create an automation for project template suggestions.
- 3Tell Notis to compare the project request with available templates and explain likely fits without selecting one on your behalf.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real project request and review the suggestions.
Questions about this workflow
Will this create or send a proposal?
No. It retrieves templates and suggests options for you to review.
Can it know the exact contents of each template?
This action lists templates. Use the result to shortlist options, and review a specific template's details before relying on its contents.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.