Check account settings at the point of need
An incoming request can prompt Notis to retrieve account settings, putting defaults within reach when proposal context matters.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Settings
Tool to retrieve current account settings. use when you need default currency, tax, and timezone configuration before creating proposals.
Why this helps
Checking currency, tax, or timezone means leaving the request and finding the right settings page again.
- Bring account defaults into the request report.
- Reduce repeated settings-page visits.
- Keep key proposal setup context easy to find.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe which account settings Notis should summarize for the request.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test by sending one real request to the webhook.
Questions about this workflow
Does this change account settings?
No. It retrieves current settings such as default currency, tax, and timezone.
Can the workflow apply the right tax to a proposal?
No. The available action only retrieves settings. Proposal creation or tax updates are not among the listed actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Better proposals. A trigger fires from one place; an action lands in another.
Asana triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Asana and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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