Keep proposal defaults visible during planning
Know the account defaults that affect proposal preparation before work gets underway.
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
Unnoticed default currency, tax or timezone settings can complicate proposal preparation and internal planning.
- Bring current account settings into planning
- Reduce repeated manual settings checks
- Make key defaults easy to reference
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 retrieve account settings and summarize defaults relevant to Agiled planning.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the settings summary is accurate.
Questions about this workflow
Does this change the account settings?
No. It retrieves current settings for review.
Can this validate a specific proposal?
It can only compare settings with a requirement you include and data returned by the action.
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
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.