Check merge tag availability before reviewing a template
See which merge tags are available while the template requirements are still in front of you.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Merge Tags
Lists available custom merge tags.
Why this helps
Merge tag questions can surface late, after someone has already started reviewing a template.
- Surfaces available merge tags early in template review.
- Compares requested tags only when the brief includes them.
- Flags unavailable or ambiguous tags for follow-up.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Better Proposals once in the Notis portal.
- 2Create an automation to retrieve available merge tags and compare them with tag names listed in the brief.
- 3Choose a webhook when an AnyDB template brief is ready for review.
- 4Choose where run reports should go and test with one real brief.
Questions about this workflow
Will it create missing merge tags?
No. The listed action retrieves merge tags; it does not create or modify them.
What if the brief does not list requested tags?
The automation can return the available tags without making a comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Better proposals. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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