Fetch proposal template details for labeled content
Use labels to trigger a precise review of the proposal template behind an offer.
Trigger
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
Action
Get Template Details
Tool to retrieve details of a specific template. use after selecting the template id to fetch metadata.
Why this helps
Teams label content for action but still search manually for the right proposal template details.
- Turn labels into useful operational signals
- Reduce template lookup time
- Keep offer content tied to proposal structure
Setup
Build it in a few focused steps.
- 1Connect Confluence and Better Proposals once.
- 2Create an automation named Labeled content template detail.
- 3Tell Notis to retrieve the relevant template details and summarize them for the labeled post.
- 4Choose Blog Post Added to Label and select a report destination.
- 5Test with one labeled post.
Questions about this workflow
How is the template selected?
Tell Notis which template to use or provide enough context for it to identify a candidate.
Can it show template metadata?
Yes, the template details action retrieves details for a selected template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Confluence to Better proposals. A trigger fires from one place; an action lands in another.
Confluence 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.
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
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.
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
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.
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
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.
Confluence and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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