Keep important proposal defaults in view
Review account settings on a schedule and keep default currency, tax, and timezone details visible for your document process.
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
Important account defaults can fade into the background until they affect a proposal or document workflow.
- Review account settings without manually navigating through the app.
- Summarize returned defaults that matter to your process.
- Make it easier to notice configuration details that need follow-up.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Better Proposals once in the Notis portal.
- 2Create an automation and describe which account settings to include.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test the workflow against the current account settings.
- 5Add your expected defaults if you want Notis to flag differences.
Questions about this workflow
Does this change any account settings?
No. The selected action retrieves current account settings for review.
Can it tell whether a setting is wrong?
Only if you provide the expected value or rule. The action returns settings but does not supply your business requirements.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Better proposals. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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