Check proposal brand settings before the pitch goes out
Bring default colors, tax, and business details into the proposal preparation conversation when a deal is ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Brand Settings
Retrieves settings for the default brand.
Why this helps
Proposal preparation can stall while someone searches for the current brand defaults and account settings.
- Retrieve default brand configuration on demand.
- Reduce context switching during proposal preparation.
- Give the team a reference before customizing a document.
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 the default brand settings and summarize the details useful for proposal preparation.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and confirm the settings are current.
Questions about this workflow
Does this create a custom cover?
No. It retrieves default brand settings. Creating a cover is a separate action and requires finalized settings.
Are these settings specific to one company?
The listed action retrieves settings for the default brand, not company-specific settings.
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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