Choose a proposal template with prospect context
Find a starting point for a proposal without switching between lead notes and template lists.
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
Template selection takes longer when the prospect's needs and proposal options live in separate places.
- Lists available proposal templates for consideration.
- Uses prospect needs from the request to explain likely fit.
- Leaves template choice with the user.
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 list templates and recommend options based on supplied prospect research.
- 4Choose notis_webhook and send the research request through an HTTP request.
- 5Choose a report channel and test with one researched prospect.
Questions about this workflow
Does it create or send a proposal?
No. It lists templates and prepares a selection brief.
What if the prospect's needs are unclear?
Notis should identify missing information rather than assume which template is appropriate.
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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