See available templates while reviewing a new brief
Bring the template list into the same workflow as your client brief.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Templates
Lists all templates.
Why this helps
Choosing a starting template can mean leaving the brief and searching a separate library.
- Reduces context switching during proposal preparation.
- Summarizes available templates for a human choice.
- Avoids implying that a template is automatically selected.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Better Proposals once in the Notis portal.
- 2Create an automation to retrieve available templates and summarize options using the brief context.
- 3Choose a webhook when an AnyDB brief is ready for template exploration.
- 4Choose a report destination and test with one real brief.
Questions about this workflow
Does it select and apply a template?
No. It lists templates for review; selection and proposal creation are not available actions here.
Can the brief affect the summary?
Yes. The automation can use details included in the webhook to organize the returned options, while noting when template metadata is insufficient.
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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