Review proposal brand settings alongside CMS guidance
Bring default proposal brand settings into a focused review with the brand content your team points to in Agility CMS.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Brand Settings
Retrieves settings for the default brand.
Why this helps
Brand details can be hard to validate when proposal defaults and approved content guidance are stored separately.
- Make default brand details easier to inspect with approved context.
- Help a person spot possible inconsistencies for verification.
- Avoid manually collecting brand references from multiple tools.
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 default brand settings and review them against the Agility brand guidance you identify.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real brand reference and review the settings summary.
Questions about this workflow
Does this change brand settings?
No. The action retrieves settings for review.
Will it know which CMS content is approved brand guidance?
Specify the relevant content or criteria in your instruction. The workflow cannot infer approval status unless the data or instruction says so.
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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