Choose a proposal template with prospect context
Compare a prospect's needs with the template you are considering.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template Details
Retrieves details about a specific template.
Why this helps
Choosing a template without checking the prospect's context can lead to unnecessary editing or a poor fit.
- Review template details alongside prospect research.
- Identify sections that appear relevant to the prospect.
- Capture unanswered questions before drafting.
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 template review.
- 3Tell Notis to research the specified prospect with Agenty, retrieve the specified template details, and summarize apparent fit, relevant sections, and questions with source links.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real prospect and template ID.
Questions about this workflow
Does it select or apply a template automatically?
No. It retrieves template details and prepares a review to help you decide.
Can the workflow know the prospect's requirements?
Only when those requirements are provided or available in the research and proposal context. It should label unknowns clearly.
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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