Make proposal account defaults easier to check
Keep a simple reference to the account settings that shape proposal work.
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
Account defaults are easy to forget when proposal work spans different contexts and deadlines.
- Review returned account settings on a schedule.
- Keep default currency, tax, or timezone details easier to find when provided.
- Reduce repeated manual lookups.
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 which returned account defaults to include in the report.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real example and review the result.
Questions about this workflow
Does this change account settings?
No. It retrieves the current settings for review.
Will every setting always be available?
The report can only include information Better Proposals returns for the account.
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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