Check merge tag availability against content needs
Review the available merge tags alongside a specific content need before someone updates a proposal template.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Merge Tags
Lists available custom merge tags.
Why this helps
Template preparation slows down when it's unclear whether a needed detail is represented by an available merge tag.
- Make available merge tags easier to inspect against a specific need.
- Identify data requirements that may not have an available tag.
- Reduce guesswork before a person edits a template.
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 list merge tags and check for those relevant to the Agility content requirement you provide.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real requirement and verify the merge tag summary.
Questions about this workflow
Does this edit template merge tags?
No. It lists available tags for review.
Can it tell whether a tag will populate correctly?
The action lists tags, but does not validate runtime values. Provide any known data requirements and treat the result as a checklist for verification.
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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