Find the right Better Proposals document type from your Agiled workflow
Start from an Agiled request and quickly see which document types are available for a proposal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Document Types
Lists available document types.
Why this helps
Starting a proposal without knowing the available document types creates avoidable lookup and rework.
- Find available document types from an Agiled-driven request
- Avoid guessing a document type ID
- Keep proposal setup in one guided workflow
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 available document types for an Agiled proposal request.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real example and confirm the returned types are useful.
Questions about this workflow
Does Agiled start this from a built-in event?
No. Agiled has no listed trigger events, so this workflow starts from a Notis webhook.
Can this create a proposal too?
No. It retrieves available document types so you can select one for 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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No card. Works with personal or business Better proposals.