Shortlist proposal templates for an opportunity
Narrow the template options before opening and comparing them one by one.
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
Browsing every template without first understanding the opportunity adds avoidable work to proposal preparation.
- Retrieve available template options.
- Research the stated opportunity with Agenty.
- Get a short list with reasons and open questions.
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 shortlist.
- 3Tell Notis to research the specified opportunity with Agenty, retrieve available templates, and suggest a shortlist using only supplied criteria and sourced findings.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real opportunity and your template list.
Questions about this workflow
Will it retrieve full details for every template?
The configured action lists templates. Ask Notis to retrieve details only for selected template IDs if that additional step is available to the workflow.
Can it know which template converts best?
Not from template listings alone. Supply relevant performance data if you want a comparison by conversion.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.