Check proposal identity during an account handoff
A profile change can signal a shift in who manages a workflow. Keep the proposal brand details easy to verify during the handoff.
Trigger
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Action
Get Brand Settings
Tool to retrieve settings for the default brand. use when you need default-brand configuration (colors, tax, name, etc.) before creating or customizing documents.
Why this helps
When account ownership changes, teams can miss a quick check that client-facing documents still carry the right identity.
- Add a client-facing identity check to an account transition.
- Make default brand details visible for a responsible person to confirm.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Better Proposals once in Notis.
- 2Create an automation in plain language from any channel or in Automations, New Automation.
- 3Ask Notis to retrieve default brand settings and report details for a person to verify after the profile change.
- 4Pick the Airtable User Profile Changed trigger and choose where run reports should go.
- 5Test with one real profile change and confirm the returned brand settings.
Questions about this workflow
Does a profile change prove the proposal brand should change?
No. It is a review prompt only. A person decides whether any adjustment is needed.
Can the workflow change the default brand?
No. The available action retrieves brand settings but does not edit them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Better proposals. A trigger fires from one place; an action lands in another.
Airtable triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
View Created
Triggers when a new view is created in an Airtable base.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
View Deleted
Triggers when a previously known Airtable view is deleted.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Airtable and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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