Bring proposal account defaults into campaign planning
Keep key account settings, such as default currency, tax, and timezone when available, visible for your planning routine.
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
Planning proposals without knowing the account defaults can lead to avoidable context switching and uncertainty.
- Retrieve current account settings on a chosen schedule.
- Summarize available defaults for campaign planning.
- Keep recurring planning context easy to find.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Better Proposals once in the Notis portal.
- 2Create an automation that retrieves current settings and summarizes available defaults for planning.
- 3Choose a recurring schedule and where run reports go.
- 4Test with one real run and confirm the returned settings.
Questions about this workflow
Does this change account settings?
No. It retrieves current settings for review; the listed action does not update them.
Which settings will appear?
The action description includes defaults such as currency, tax, and timezone. The summary can only include settings actually returned.
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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