Bring brand and prospect context into proposal prep
Start with your current brand settings and the prospect context you choose to research.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Brand Settings
Retrieves settings for the default brand.
Why this helps
Proposal preparation can overlook brand defaults or prospect details when they are checked in separate sessions.
- Retrieve default brand settings for review.
- Research prospect pages with Agenty.
- Prepare a checklist without changing brand configuration.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the context checklist.
- 3Tell Notis to retrieve default brand settings, research the specified prospect pages with Agenty, and summarize relevant items to consider before proposal preparation.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real prospect and a brand settings report.
Questions about this workflow
Does this change the brand settings?
No. It retrieves the settings and prepares a checklist for review.
Can it judge whether a brand setting is correct?
It can flag items against criteria you provide. Without those criteria, it should present the settings without inventing a standard.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Better proposals. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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