See which proposal personalization tags are available
Check available merge tags before planning how campaign context will appear in a personalized proposal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Merge Tags
Lists available custom merge tags.
Why this helps
Personalization plans can stall when you do not know which merge tags your proposal templates support.
- List available custom merge tags
- Compare personalization needs with available tags
- Flag missing fields before proposal work begins
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 context and retrieve Better Proposals merge tags, identifying which desired personalization fields are not represented.
- 4Pick a webhook trigger, then choose where run reports should go.
- 5Test with one real campaign brief and the returned merge tag list.
Questions about this workflow
Does this populate merge tags in a proposal?
No. It lists available tags and reports readiness. The listed action does not create or populate a proposal.
Can it infer missing client details?
No. It can identify available tags, but client values must come from a supported source or be supplied by you.
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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