Check supported personalization fields before drafting
Keep the available merge tag reference close to proposal work so personalization stays grounded in supported fields.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Merge Tags
Lists available custom merge tags.
Why this helps
Teams may assume a field can be personalized before confirming it exists in the proposal account.
- Make available merge tags easier to consult.
- Reduce unsupported personalization assumptions.
- Give proposal preparation a current reference of returned tags.
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 merge tags and summarize them as a proposal personalization reference.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and verify pagination and returned tags.
Questions about this workflow
Can this populate merge tags from Agile CRM?
No. The action lists available merge tags; it does not populate them from CRM data.
Does it list all tags in one request?
The action supports pagination. The workflow should describe the coverage of the results it actually retrieves.
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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