Keep company context close to CMS content
Review company records with the Agility content your team identifies, making account context easier to check in one report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Companies
Lists all companies.
Why this helps
Company details and CMS content can drift apart, leaving proposal preparation dependent on manual cross-checks.
- Bring company records into a recurring context check.
- Highlight details a person may want to verify against CMS material.
- Reduce context switching during account preparation.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve companies and review relevant records against the Agility content or criteria you provide.
- 4Choose the recurring schedule trigger and where run reports should go.
- 5Test with one company and its relevant CMS content.
Questions about this workflow
Does this create or update company records?
No. It retrieves a paginated company list for review.
Can it determine whether company data is out of date?
Only when the returned data includes enough context or you provide a baseline for comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Better proposals. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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