Get template details from your brief
Review template details without searching through a separate template list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template Details
Retrieves details about a specific template.
Why this helps
Template review creates extra context switching when the brief and template selection are stored separately.
- Retrieves a selected template using its supplied ID.
- Keeps template review connected to the originating brief.
- Makes missing template identifiers easy to spot.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Better Proposals once in the Notis portal.
- 2Create an automation to retrieve template details using the ID included in the brief.
- 3Choose a webhook when an AnyDB brief is ready for template review.
- 4Choose a report destination and test with one real template ID.
Questions about this workflow
Can it choose a template automatically?
This workflow retrieves details for a template ID supplied in the AnyDB brief. It does not create or select a template.
What if the brief has no template ID?
The run report can flag the missing ID so someone can supply the intended template.
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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