Bring the right proposal template details into view
Pass a template ID from an ActiveMerge process to retrieve its Better Proposals details and prepare a compact reference for your next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template Details
Retrieves details about a specific template.
Why this helps
Template details are easy to lose between document preparation and proposal work, especially when several versions are available.
- Retrieve details for the specific template selected in your process.
- Get a concise summary of available template information.
- Reduce the need to search through templates during document work.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Better Proposals once in the Notis portal.
- 2Create an automation and describe which template details to summarize.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Send a template ID from one real ActiveMerge example.
- 5Review the returned details and refine the summary instruction.
Questions about this workflow
Can this workflow create or modify a template?
No. The selected action retrieves details for a specific template.
What information should the webhook provide?
Provide the Better Proposals template ID to look up. The action requires a selected template ID.
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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