Review proposal merge tags before drafting
Know what a selected template can personalize before you prepare a prospect's proposal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template Details
Retrieves details about a specific template.
Why this helps
Drafting can stall when nobody knows which template details can be personalized for a prospect.
- Retrieves details for a selected template.
- Highlights available personalization tags against supplied prospect context.
- Makes missing prospect details visible before drafting.
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 inspect the selected template and identify relevant available merge tags and missing lead details.
- 4Choose notis_webhook and send the template selection and research request through an HTTP request.
- 5Choose a report channel and test with one real template and prospect.
Questions about this workflow
Will it fill in or change the template?
No. It retrieves template details and reviews the available tags.
Does it discover tags not listed by Better Proposals?
No. The review is limited to information returned by the selected template details.
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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No card. Works with personal or business Better proposals.