Check proposal categories after renaming an Airtable view
A renamed view may reflect a new workflow purpose. Make the available proposal document categories easy to review.
Trigger
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Action
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.
Why this helps
A changed workflow name can leave teams uncertain which existing document category to use for client work.
- Surface existing document types as a changed workflow is reviewed.
- Avoid creating a new category before checking what is already available.
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 available document types and summarize candidates based on the view context you provide.
- 4Pick the Airtable View Metadata Changed trigger and choose where run reports should go.
- 5Test with one real view metadata update and verify the listed types.
Questions about this workflow
Does this create a document type?
No. It lists existing document types for selection. Creating a new one requires a separate confirmed action.
Why are there two document type actions?
The listed actions 1369 and 1375 both retrieve document types. This workflow uses 1375 to list options.
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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