Inspect the template before tailoring a proposal
Review a selected template's available details at the moment an opportunity is ready for proposal work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template Details
Retrieves details about a specific template.
Why this helps
A template name alone may not show whether it contains the right content for the deal.
- Retrieve metadata and content for a chosen template.
- Make a more informed template review.
- Keep the selection tied to a specific template ID and supplied deal context.
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 fetch the template identified in the request and summarize its details against the opportunity context provided.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real template ID and confirm the summary reflects its details.
Questions about this workflow
What is needed to retrieve template details?
Provide the Better Proposals template ID. The workflow can then summarize the returned metadata and content.
Does this create a proposal?
No. It retrieves template details for review; proposal creation is not among the listed actions.
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
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.