Confirm proposal brand defaults for new Coda pages
Make sure new client work starts with the right proposal identity.
Trigger
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
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
Brand colors, tax settings, and names can drift from the standards used in planning documents.
- Catch brand configuration issues early
- Keep proposals consistent
- Reduce manual settings checks
Setup
Build it in a few focused steps.
- 1Connect Coda and Better Proposals once in Notis.
- 2Create an automation named Check brand settings for new Coda pages.
- 3Tell Notis to retrieve brand settings and explain any relevance to the new page.
- 4Pick New Coda Page as the trigger and choose where run reports go.
- 5Test with one real page.
Questions about this workflow
Does this change brand settings?
No. It only retrieves and summarizes the current default brand settings.
What settings can it review?
It can discuss the values returned by the Better Proposals brand settings action.
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.
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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.
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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.
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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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