Make available proposal templates easier to find
A scheduled catalog helps you review template choices without interrupting document work to search through the app.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Templates
Lists all templates.
Why this helps
When templates are hard to find, you can lose time checking options or reuse an unsuitable starting point.
- Retrieve the templates list for a quick reference.
- Summarize available choices to reduce repeated searching.
- Keep template discovery separate from the moment you are preparing a document.
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 present the available templates.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test the catalog against the templates currently available.
- 5Review the output and specify any selection criteria Notis should use.
Questions about this workflow
Can it choose a template automatically?
It can summarize returned template information against criteria you provide, but the available action only retrieves the templates list and does not create a proposal.
Will it include template content?
The list action retrieves available templates. Use the template details action when you need information for one selected template.
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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