Review proposal defaults with CMS guidance
Keep account defaults visible in a recurring review with the content or operating guidance your team identifies.
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
Proposal defaults can go unchecked when the team's current guidance sits in a separate content system.
- Create a regular checkpoint for proposal defaults.
- Help identify settings that merit human verification.
- Connect configuration review to the guidance your team provides.
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 account settings and summarize differences from the Agility guidance you identify.
- 4Choose the recurring schedule trigger and where run reports should go.
- 5Test with one real guidance item and check the settings report.
Questions about this workflow
Does this update account settings?
No. The action retrieves settings for review.
Can it decide the correct tax settings?
It can compare returned settings with criteria you provide, but cannot determine tax requirements from CMS content alone.
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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