Review brand settings before proposal work
See the current default brand configuration alongside the brief that prompted the check.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Brand Settings
Retrieves settings for the default brand.
Why this helps
Brand details can be easy to overlook when proposal preparation is spread across tools.
- Makes default brand settings easier to review during preparation.
- Keeps the triggering brief in context.
- Reports only configuration returned by the account.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Better Proposals once in the Notis portal.
- 2Create an automation that retrieves default brand settings and highlights details relevant to the brief.
- 3Choose a webhook when an AnyDB proposal brief is ready for a readiness check.
- 4Choose a report destination and test with one real brief.
Questions about this workflow
Will it change the brand settings?
No. The selected action retrieves the default brand settings for review.
Does it guarantee the proposal is brand compliant?
No. It reports available settings, but a person should assess whether they meet the brief's needs.
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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