Find the right proposal template without a manual search
Bring available proposal templates into a campaign request so you can review the options in one focused brief.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Templates
Lists all templates.
Why this helps
Finding the right template can interrupt campaign work when the options are stored in another app.
- Retrieve available templates when a campaign process needs them.
- Summarize template choices for easier selection.
- Reduce app switching during proposal preparation.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Better Proposals once in the Notis portal.
- 2Create an automation that retrieves available templates and summarizes the options for the request.
- 3Choose the webhook trigger and report channel.
- 4Test with one real request and confirm the choices are clear.
Questions about this workflow
Does this create or send a proposal?
No. It lists available templates for selection. Creating or sending a proposal is not among the listed actions.
Can it explain what each template contains?
For details about a selected template, use the separate template details action. This workflow only retrieves the available template list.
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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