Choose a proposal template without a manual search
Get the available template options while an Agiled intake request is still being handled.
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 suitable template adds another search and decision during client intake.
- See available templates during intake
- Reduce time spent browsing templates manually
- Let Notis summarize options against criteria you provide
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 templates for an Agiled intake request and compare them using criteria you provide.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real example and confirm the template options are relevant.
Questions about this workflow
Can Notis choose a template based on my service type?
Yes, if you include the service criteria in your instruction and the template data returned supports the choice.
Does this create a proposal from the template?
No. The selected action lists templates for selection.
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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