Find available merge tags when editing a template
Get a quick reference to the merge tags available in Better Proposals.
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
Hunting for the right merge tag can interrupt template editing and create avoidable rework.
- Retrieve available merge tags on demand.
- Reduce interruptions during template work.
- Review returned tag names in one concise reference.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Better Proposals once in the Notis portal.
- 2Create an automation and describe how to present the available merge tags.
- 3Pick a webhook trigger.
- 4Choose where run reports should go.
- 5Test with one real example and review the result.
Questions about this workflow
Can it list every merge tag?
The action supports pagination. The results depend on the requested page and the data Better Proposals returns.
Does it insert merge tags into a template?
No. It retrieves available merge tags for reference.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Better proposals. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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