Turn an incoming lead brief into a template recommendation
Give every new lead a useful proposal starting point as soon as its brief arrives.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Templates
Tool to retrieve a paginated list of all templates. use when you need to list available templates for selection.
Why this helps
Template selection becomes a bottleneck when lead details arrive through different channels.
- Speed up proposal intake
- Reduce repeated template searches
- Create consistent starting points
Setup
Build it in a few focused steps.
- 1Connect Better Proposals in Notis once.
- 2Create an automation for incoming lead briefs.
- 3Tell Notis to read the webhook context, retrieve available templates, and recommend the best fit.
- 4Choose a Notis webhook trigger, select the report channel, and test with one real payload.
Questions about this workflow
What does the webhook need to contain?
Include enough lead context for a recommendation, such as the service need or proposal type.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Better proposals. A trigger fires from one place; an action lands in another.
Fireflies 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
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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.
Fireflies 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.