Keep proposal defaults in view
Bring the account settings that shape proposal reviews into a recurring check of your affiliate workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Settings
Retrieves the current account settings.
Why this helps
Proposal reviews can rely on stale assumptions about currency, tax, or timezone when defaults are not easy to find.
- Retrieve current account settings for review.
- Surface default currency, tax, and timezone alongside supplied partner context.
- Make relevant defaults easier to notice before proposal decisions.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the settings check for your affiliate proposal workflow.
- 3Choose a recurring schedule and include any Adtraction context the report should reference.
- 4Choose where run reports should go, then test once and confirm the returned defaults are useful.
Questions about this workflow
Does this change account settings?
No. The action retrieves current settings for review and does not update them.
Does the report include Adtraction metrics?
Only Adtraction context you supply is available for the report. No Adtraction metrics action or trigger is specified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Better proposals. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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