Bring brand defaults into an incoming request
Notis checks your Better Proposals brand settings when triggered, so key defaults are ready to review with the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Brand Settings
Tool to retrieve settings for the default brand. use when you need default-brand configuration (colors, tax, name, etc.) before creating or customizing documents.
Why this helps
Account defaults are easy to forget when you are handling a proposal request outside the proposal workspace.
- Make default brand details available when needed.
- Reduce manual navigation to settings.
- Keep proposal request context together.
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.
- 3Ask Notis to summarize brand settings relevant to the incoming request.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test by sending one real request to the webhook.
Questions about this workflow
Can this customize a proposal cover?
No. It retrieves default brand settings. A separate action can create a proposal cover after cover settings are finalized.
What settings does it retrieve?
The brand settings action provides default-brand configuration such as colors, tax, and name.
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.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
New Task Created
Triggers when a new task is created in a project.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Task Updated
Triggers when a task is updated in a project.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
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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No card. Works with personal or business Better proposals.