See available merge tags while preparing proposal documents
Bring the available merge tags into a focused reference so you can review template variables alongside your ActiveMerge document workflow.
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
Searching for the right merge tag interrupts document preparation and makes template checks feel more complicated than they need to be.
- Retrieve custom merge tags when a document workflow needs a reference.
- Summarize available tags for a quick template review.
- Reduce context switching while checking template variables.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Better Proposals once in the Notis portal.
- 2Create an automation and describe how to organize the available merge tags.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Trigger the webhook with one real template preparation example.
- 5Review the tags returned and refine the format of the reference.
Questions about this workflow
Does the action fill merge tags into a document?
No. It retrieves the available custom merge tags. It does not fill a template or generate a document.
Can it check whether a template uses each tag?
The selected action returns merge tags, not template contents. Any template comparison requires the relevant template data to be supplied.
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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