Know your proposal defaults before reviewing campaign leads
A quick reference to account defaults and campaign themes can reduce setup friction before you begin proposal work.
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
Preparing a proposal can stall when campaign context and account defaults have to be gathered from different places.
- Keep account settings close to campaign review context
- Surface default currency, tax, and timezone configuration when returned
- Reduce repeated setup checks before proposal work
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Instruct Notis to retrieve Better Proposals account settings and summarize them with the supplied Adyntel campaign findings as a reference brief.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real campaign analysis and the account settings response.
Questions about this workflow
Does this create or update proposals?
No. It retrieves account settings and prepares a reference brief only.
Will it assume settings that are not returned?
No. It should call out missing values instead of filling them in.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Better proposals. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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