Keep proposal defaults close to your sales review
Make default currency, tax, and timezone easier to consult without searching through proposal settings during a review.
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
Teams can lose time checking account defaults each time proposal questions come up.
- Keep current proposal defaults visible.
- Reduce repeat lookup work during sales reviews.
- Help teams distinguish account settings from brand-specific details.
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 current account settings and prepare a concise reference for sales review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real result and verify the report includes only returned settings.
Questions about this workflow
Does the settings action return brand colors?
The action retrieves current account settings such as default currency, tax, and timezone. Default brand configuration is a separate lookup.
Will this change account settings?
No. It retrieves settings for reference only.
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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