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Notis

Choose a template that fits the analysis deliverable

Get a focused template shortlist after an Adyntel analysis, with the final choice left in your hands.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get All Templates

Lists all templates.

Why this helps

Finding a suitable proposal template adds another search step after the analysis is already complete.

  • Find available templates without browsing manually
  • Shortlist options based on the deliverable described in the request
  • Keep selection advisory until you choose a template

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.
  • 3Ask Notis to summarize the supplied Adyntel analysis and retrieve Better Proposals templates, then shortlist relevant options based on the requested deliverable.
  • 4Pick a webhook trigger, then choose where run reports should go.
  • 5Test with one real analysis and review the returned template list.

Questions about this workflow

Will the workflow create a proposal from the selected template?

No. It retrieves templates and helps shortlist them. Proposal creation is not one of the listed actions.

What if no template clearly fits?

Notis can say that none of the returned options is a clear match and explain the gap based on the requested deliverable.

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.

TriggerScheduled

Create Company

Creates a new company.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Type

Creates a new document type.

ActionInstant

Create Proposal Cover

Creates a proposal cover design.

ActionInstant

Get All Companies

Lists all companies.

ActionInstant

Get All Currencies

Lists all available currencies.

ActionInstant

Get All Document Types

Lists available document types.

ActionInstant

Get All Proposals

Lists all proposals.

ActionInstant

Get All Quotes

Lists all quotes.

ActionInstant

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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