See proposal account defaults during deal review
Bring account level proposal settings into a deal stage report when those defaults help your review.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
Teams may need to look up proposal defaults in a separate account before they can interpret document details.
- Retrieve current Better Proposals account settings on a deal update.
- Keep relevant defaults in the deal review report.
- Use only settings returned by the connected account.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3In one instruction, ask Notis to retrieve account settings and summarize relevant returned defaults alongside the deal stage change.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real stage update and review the report.
Questions about this workflow
Does this change currency or tax settings?
No. The listed action retrieves current account settings for reference.
Will it show every setting?
It can summarize the fields returned by the action. The report should not imply that unavailable fields were checked.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Better proposals. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Get All Companies
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.
Hubspot and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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