Check proposal defaults before a busy sales week
Start proposal work knowing which defaults and market details need a check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Settings
Retrieves the current account settings.
Why this helps
A sales push can expose outdated defaults or missing context when there is little time to investigate them.
- Surface current account settings in a scheduled review.
- Research specified public pages with Agenty.
- Create a short checklist of items to verify.
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 readiness review.
- 3Tell Notis to retrieve account settings, inspect the specified public pages with Agenty, and report settings and research points to verify before the sales sprint.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real settings report and a specified page.
Questions about this workflow
Does the workflow change settings?
No. It retrieves settings and prepares a checklist for review.
What does Agenty research in this workflow?
It inspects public pages that you specify in the instruction or request.
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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