Review proposal defaults before preparing a deal
Check account defaults in the context of the deal you are preparing.
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
Rechecking currency, tax, and timezone details adds avoidable friction during proposal work.
- Surfaces account defaults at the point of proposal preparation.
- Reduces repeated manual settings checks.
- Makes configuration gaps visible before a person proceeds.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Better Proposals once in the Notis portal.
- 2Create an automation to retrieve account settings and summarize relevant defaults for the deal.
- 3Choose a webhook when an AnyDB deal is ready for proposal preparation.
- 4Choose where run reports should go and test with one real deal.
Questions about this workflow
Does it set a deal's currency or tax?
No. It retrieves account settings for review and does not update the deal or proposal.
What if a value is not returned?
The report should mark that detail as unavailable rather than assume a default.
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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