Get the details behind a selected proposal template
Once a template is selected, retrieve its details and bring the relevant information into your campaign preparation brief.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template Details
Retrieves details about a specific template.
Why this helps
A template name alone may not give you enough context to prepare the next step confidently.
- Retrieve details for a selected template.
- Use template metadata to prepare a more informed campaign handoff.
- Avoid reopening the template library to look up its details.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Better Proposals once in the Notis portal.
- 2Create an automation that retrieves the selected template details and summarizes the returned metadata.
- 3Choose the webhook trigger and report channel.
- 4Test with one real request containing a selected template identifier.
Questions about this workflow
Does the workflow select a template for me?
No. The request needs to identify the selected template; the action retrieves its details.
What if the request does not identify a template?
The action needs a template ID. Supply it in the webhook request or first use the template list action in a separate workflow.
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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