Check available merge tags before preparing a template
See the custom merge tags available in Better Proposals when a campaign request needs template preparation context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Merge Tags
Lists available custom merge tags.
Why this helps
Template preparation can stall when nobody knows which merge tags are available in the account.
- Retrieve custom merge tags when needed.
- Summarize available tags for proposal preparation.
- Avoid relying on assumptions about account-specific tags.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Better Proposals once in the Notis portal.
- 2Create an automation that retrieves custom merge tags and summarizes the returned list.
- 3Choose the webhook trigger and report channel.
- 4Test with one real request and review the available tags.
Questions about this workflow
Does this fill merge tags in a proposal?
No. It retrieves the custom merge tag list. Filling tags or creating a proposal is not included in the listed action.
Can the list be long?
The action supports pagination, so the retrieved results depend on the pages requested.
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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