Review proposal account settings from a new slide
Get the operational settings you need before a deck turns into a proposal.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Get Settings
Tool to retrieve current account settings. use when you need default currency, tax, and timezone configuration before creating proposals.
Why this helps
Important defaults such as timezone or tax settings are easy to overlook.
- Surface relevant defaults early
- Avoid preventable configuration errors
- Keep proposal preparation moving
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Better Proposals in Notis once.
- 2Create an automation that retrieves relevant account settings from the slide context.
- 3Pick the New Slide Added trigger.
- 4Choose a report channel and test with one proposal-related slide.
Questions about this workflow
What settings are returned?
The action returns current account settings such as default currency, tax, and timezone data when available.
Is the workflow recurring?
It runs each time a new slide is added.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Better proposals. A trigger fires from one place; an action lands in another.
Google Slides 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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New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
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.
Google Slides 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.