Check a proposal template against the work in Agiled
Review template details in context before building proposal work around the wrong starting point.
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 reveal whether its contents fit the client scope already tracked in Agiled.
- Inspect a selected template before proposal work
- Compare available details against supplied client scope
- Reduce rework from choosing an unsuitable starting point
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 the selected template details and compare them with scope provided in the Agiled request.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real template ID and confirm the fit summary is grounded in returned details.
Questions about this workflow
What information must I provide?
The action needs the selected template ID. Include the scope or fit criteria in your instruction if you want a comparison.
Can it edit the template?
No. This action retrieves template details only.
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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