Review proposal defaults with your lead research
Keep account defaults close to the prospect information that will guide the next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Settings
Retrieves the current account settings.
Why this helps
Proposal currency, tax, and timezone defaults are easy to overlook when research happens elsewhere.
- Retrieves current account settings for review.
- Brings relevant defaults into the prospect workflow.
- Flags settings that need confirmation without changing them.
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 account settings and summarize relevant defaults with the supplied prospect research.
- 4Choose notis_webhook and send the research request through an HTTP request.
- 5Choose a report channel and test with one real lead.
Questions about this workflow
Will it set the proposal currency or tax?
No. It retrieves current settings and reports them for review.
Can I use a schedule instead?
This package uses a webhook so the settings review can start with a specific prospect research request.
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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