Review proposal account defaults during document intake
Put the account's current defaults in view while the client document is being reviewed.
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
Defaults such as currency, tax, or timezone can be overlooked when proposal work starts from a document.
- Make available defaults visible at the right time.
- Keep account configuration distinct from document-derived details.
- Surface when a setting is absent from the returned data.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve account settings and present them with the supplied extracted context, labeling any missing values.
- 4Choose the webhook trigger and a report channel.
- 5Test with a real document and verify the settings shown.
Questions about this workflow
Does this change any account settings?
No. It retrieves current settings and summarizes them alongside the supplied context.
Does it select tax or currency for the proposal?
No. It makes settings visible for a person to choose or confirm.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Better proposals. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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