Find the right document type without a separate search
Make available document types easier to find when an Agile CRM deal is ready for proposal preparation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Document Types
Why this helps
Choosing the right proposal format can mean pausing a deal workflow to search the document type list.
- Keep available document types visible to the team.
- Reduce repeated lookup effort.
- Help users select a valid document type before another step.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Better Proposals once in the Notis portal.
- 2Create an automation in Notis and give it a clear name.
- 3Tell Notis to retrieve available document types and summarize them for proposal selection.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and verify that the catalog is useful.
Questions about this workflow
Does this create a new document type?
No. It retrieves existing document types. Creating a type requires confirming it does not already exist.
Why use a schedule for a catalog?
A scheduled refresh keeps a reference easy to access. Use a webhook instead if you only need the list on demand.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Better proposals. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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