Check your proposal brand details before planning campaigns
Review available brand configuration, including details such as colors, tax, and name, as part of your regular planning routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Brand Settings
Retrieves settings for the default brand.
Why this helps
Brand defaults are easy to overlook when campaign planning and proposal setup happen in different places.
- Retrieve default brand settings on a regular schedule.
- Summarize available brand configuration for planning.
- Make proposal context easier to review before campaign work.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Better Proposals once in the Notis portal.
- 2Create an automation that retrieves default brand settings and summarizes them for planning.
- 3Choose a recurring schedule and report channel.
- 4Test with one real run and verify the brand details shown.
Questions about this workflow
Does this create or change a proposal cover?
No. It retrieves default brand settings. Creating a cover requires a separate action and finalized cover settings.
Can it confirm every proposal uses these defaults?
No. The action retrieves default brand configuration, not settings for every individual proposal.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Better proposals. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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