Find a relevant proposal template from CMS context
Request a template shortlist informed by the Agility content and client context you provide, then choose the template yourself.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Templates
Lists all templates.
Why this helps
Finding a reusable proposal starting point takes time when templates and current content context live in different places.
- Make available templates easier to review against current context.
- Reduce repeated browsing before starting proposal work.
- Keep template selection based on provided content and criteria.
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 available templates and summarize which appear relevant to the Agility content and criteria you provide.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real content example and review the template shortlist.
Questions about this workflow
Will this create a proposal from the chosen template?
No. It lists templates to help with selection. The listed actions do not create proposals from templates.
What criteria should I provide?
Include the intended use, audience, or other selection criteria that matter to your team.
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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