See available proposal templates for each new lead
Keep template options close to the new contact notification so proposal preparation has a clear starting point.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Choosing a proposal starting point can take extra searching just when a new lead needs prompt attention.
- Retrieve the currently available templates at contact creation.
- Give the team a quick reference for proposal preparation.
- Reduce time spent searching across apps.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Better Proposals once in the Notis portal.
- 2Create an automation from Automations, New Automation, with a name and prompt.
- 3In one instruction, ask Notis to retrieve available templates and summarize them alongside the new contact alert.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact and review the listed templates.
Questions about this workflow
Does this select or create a proposal from a template?
No. The available action lists templates for reference; it does not create a proposal.
Can the summary recommend a template?
It can summarize returned template details, but any fit recommendation should be based on information actually returned or supplied in your instruction.
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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No card. Works with personal or business Better proposals.