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Review proposal settings for an Adrapid campaign

Confirm the account defaults that shape campaign-linked proposals.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Settings

Retrieves the current account settings.

Why this helps

Currency, tax, or timezone defaults can affect proposal preparation when they are not checked against the campaign brief.

  • Expose relevant account defaults
  • Reduce avoidable setup surprises
  • Give reviewers a concise settings snapshot

Setup

Build it in a few focused steps.

  • 1Connect Adrapid and Better Proposals once in Notis.
  • 2Create an automation for campaign proposal settings reviews.
  • 3Tell Notis to read the supplied Adrapid payload with client, market, and campaign requirements, retrieve Better Proposals account settings, and flag only explicit mismatches.
  • 4Choose the webhook trigger and send the Adrapid payload.
  • 5Choose a report channel and test with one real campaign.

Questions about this workflow

Can Notis change account settings?

No. This workflow retrieves the settings for review.

What requirements must be supplied?

Include any market, currency, tax, or timezone requirements in the Adrapid payload or the instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Adrapid to Better proposals. A trigger fires from one place; an action lands in another.

Adrapid triggers

Better proposals actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Company

Creates a new company.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Type

Creates a new document type.

ActionInstant

Create Proposal Cover

Creates a proposal cover design.

ActionInstant

Get All Companies

Lists all companies.

ActionInstant

Get All Currencies

Lists all available currencies.

ActionInstant

Get All Document Types

Lists available document types.

ActionInstant

Get All Proposals

Lists all proposals.

ActionInstant

Get All Quotes

Lists all quotes.

ActionInstant

Connect any two apps with Notis in the middle.

Adrapid and Better proposals, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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