Check Account Settings for Parsed Proposal Requests
Bring the account defaults into view when a client request starts proposal work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Settings
Retrieves the current account settings.
Why this helps
Proposal preparation can stall when basic account defaults need to be checked in another tool.
- Retrieve current account settings when needed.
- Surface defaults relevant to a parsed proposal request.
- Flag details that need human confirmation.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Better Proposals once in Notis.
- 2Create an automation and ask Notis to retrieve account settings and summarize defaults relevant to the parsed request.
- 3Pick a webhook trigger for the request.
- 4Choose where run reports should go.
- 5Test with one real proposal request.
Questions about this workflow
Does this update account settings?
No. It retrieves current settings and summarizes relevant defaults.
Can it use the parsed request to change tax or currency?
No. It can report the request and returned settings, but the available action does not update those settings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Better proposals. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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