Choose a proposal starting point without hunting through templates
Get a clear list of available proposal templates when an Agile CRM opportunity is ready for a tailored proposal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Templates
Lists all templates.
Why this helps
Finding a usable proposal starting point means leaving the CRM context and browsing templates manually.
- See available templates at the point of need.
- Reduce time spent searching the proposal library.
- Keep the choice tied to the opportunity context supplied to Notis.
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 templates and summarize likely fits using the opportunity context provided.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real opportunity and confirm the suggestions are grounded in template details.
Questions about this workflow
Will this create a proposal from a template?
No. The available action lists templates. This workflow helps select a starting point but does not create the proposal.
Can Notis know the opportunity requirements automatically?
Only if the requirements are included in the request or otherwise supplied. The template list alone does not contain Agile CRM opportunity context.
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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