Choose a proposal document type from new Coda work
Start with the right proposal structure while the project context is clear.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
Action
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.
Why this helps
Choosing a document type late can force unnecessary rework in the proposal process.
- Reduce setup decisions
- Improve proposal consistency
- Speed up drafting preparation
Setup
Build it in a few focused steps.
- 1Connect Coda and Better Proposals once in Notis.
- 2Create an automation named Find document types for new Coda docs.
- 3Tell Notis to retrieve document types and recommend the closest option for the new document.
- 4Pick New Coda Document as the trigger and choose where run reports go.
- 5Test with one real document.
Questions about this workflow
Does it create the document type?
No. It lists and recommends an existing type.
What if no type fits?
Notis can report that no clear match was found for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Better proposals. A trigger fires from one place; an action lands in another.
Coda 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.
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Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Coda Document Trigger
Triggers when a new Coda document is created.
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 Coda Page Trigger
Triggers when a new page is added to a Coda document.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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.
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.
Coda and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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