Check that proposal data is available when work starts
Use a small lookup at the start of a document workflow to confirm that the connected proposal account returns data for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Proposals
Lists all proposals.
Why this helps
A disconnected or unexpected account can interrupt work after you have already started preparing documents.
- Run a proposals lookup at a workflow start point.
- See whether the action returns data for your review.
- Surface access or empty-result issues earlier in the process.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Better Proposals once in the Notis portal.
- 2Create an automation and describe what a successful lookup should show.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Trigger the automation with one real ActiveMerge run.
- 5Review the result and make your expected data conditions explicit.
Questions about this workflow
Does this guarantee the integration will always be available?
No. It performs a lookup when triggered and reports what that run returns.
Does it validate Better Proposals credentials directly?
The selected action retrieves proposals after account access is available. It is not a credential-management action.
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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