Keep proposal defaults easy to verify
Set a recurring reminder to retrieve current Better Proposals settings and review the configuration your team relies on when preparing documents.
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 can fade into the background until an incorrect currency, tax, or timezone setting causes confusion.
- Make key defaults visible for periodic review.
- Reduce the chance of relying on outdated assumptions.
- Receive the settings snapshot where you already review reports.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Ask Notis to retrieve current account settings and summarize the returned defaults for a human review.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one run and verify the report includes the available settings.
Questions about this workflow
Does this change any settings?
No. It retrieves current settings for review.
Why connect AimTell?
This package pairs the selected apps, but the available settings action is in Better Proposals and does not require an AimTell event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Better proposals. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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