Find available document types for proposal preparation
Review the available document type options in the same workflow that asks for proposal setup context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Document Types
Why this helps
Choosing a document type is slower when you have to leave the campaign process to find the available options.
- Retrieve available document types on demand.
- Summarize choices for a proposal preparation request.
- Avoid guessing document type names or IDs.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Better Proposals once in the Notis portal.
- 2Create an automation that retrieves document types and summarizes available choices.
- 3Choose the webhook trigger and report channel.
- 4Test with one real request and verify the options shown.
Questions about this workflow
Does this create a document type?
No. It lists existing document types for selection. Creating a type is a separate action and should follow a check that the desired name does not already exist.
Will it always return every document type?
The action returns a paginated list. Coverage depends on which pages are retrieved.
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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