Find missing proposal details before drafting
Spot the information you still need while prospect research is fresh.
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
Proposal preparation gets interrupted when required details are discovered missing late in the process.
- Retrieves available custom merge tags.
- Compares requested tags with supplied research details.
- Surfaces gaps for a human to resolve.
Setup
Build it in a few focused steps.
- 1Connect AeroLeads and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3In one instruction, ask Notis to retrieve merge tags and compare them with the supplied lead details, listing any gaps.
- 4Choose notis_webhook and send the prospect research request through an HTTP request.
- 5Choose a report channel and test with one real lead.
Questions about this workflow
Does this enrich missing contact details automatically?
No. It identifies gaps; it does not claim to retrieve fields that are not supplied or returned.
Does it require a selected template?
No. It reviews the available custom merge tags at the account level.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Better proposals. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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