Add a document type after checking the current options
Create a needed document type only after confirming it is not already in the account.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Type
Creates a new document type.
Why this helps
An unchecked document type request can lead to duplicate or inconsistent options for proposal work.
- Add a needed type after checking existing options
- Support consistent proposal setup
- Reduce duplicate document types
Setup
Build it in a few focused steps.
- 1Connect Agiled and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create the specified document type only after the existing type list has been checked for that name.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real example and verify the created type.
Questions about this workflow
Will this check whether the name exists?
The create action does not list a duplicate check. Confirm the desired type name is absent before creating it.
Can this create a proposal document too?
No. It creates a document type, which can then be selected in a separate proposal workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Better proposals. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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