Bring brand defaults into campaign review
Check your account's proposal brand defaults while reviewing the campaign insight that may shape your next client conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Brand Settings
Retrieves settings for the default brand.
Why this helps
Proposal customization is slower when brand defaults and campaign context have to be gathered separately.
- Retrieve default brand settings for reference
- Keep proposal styling context with campaign findings
- Spot missing settings before customization starts
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.
- 3Tell Notis to summarize the supplied Adyntel campaign insight with Better Proposals default brand settings, clearly noting any values that are missing.
- 4Pick a webhook trigger, then choose where run reports should go.
- 5Test with one real insight and the brand settings response.
Questions about this workflow
Does this workflow design or apply a proposal cover?
No. It retrieves brand settings and creates a reference summary. It does not create or apply a cover.
Will it change brand settings?
No. The listed action retrieves settings only.
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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