Create a proposal document type for an Adrapid deliverable
Give a recurring deliverable a clear proposal document type.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Type
Creates a new document type.
Why this helps
New campaign packages often need consistent document naming before the team can work quickly.
- Standardize deliverable naming
- Avoid duplicate document types
- Keep creation intentional
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Better Proposals once in Notis.
- 2Create an automation for approved document type setup.
- 3Tell Notis to read the Adrapid payload with the exact desired document type name, check existing document types, and create it only after your explicit instruction.
- 4Choose the webhook trigger and send the deliverable specification.
- 5Choose a report channel and test with one approved name.
Questions about this workflow
Does this create a type automatically for every campaign?
No. It requires an exact name, a duplicate check, and explicit approval.
What if the desired type already exists?
Notis should report the existing type and stop without creating another one.
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.
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.
Adrapid and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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