Find the right proposal template with less searching
Request a template by ID and get its available details in a compact brief.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template Details
Retrieves details about a specific template.
Why this helps
Template options and their details can take time to review when you are trying to move quickly.
- Retrieve details for a selected template on demand.
- Keep template review focused.
- Use returned metadata to compare options.
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 the template brief you want from the request.
- 3Pick a webhook trigger.
- 4Choose where run reports should go.
- 5Test with one real template ID.
Questions about this workflow
How do I choose a template ID?
Use the ID of a template you already know. To find available templates, set up a separate workflow using Get All Templates.
Does this create a template?
No. It retrieves details for a specific template.
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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