Keep default proposal brand settings easy to review
Receive a small recurring reminder of the brand settings your proposal account returns.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Brand Settings
Tool to retrieve settings for the default brand. use when you need default-brand configuration (colors, tax, name, etc.) before creating or customizing documents.
Why this helps
Account defaults can be hard to recall when proposal preparation spans multiple work sessions.
- Retrieve current default brand settings on a schedule.
- Keep a reference in the team report channel.
- Make it easier to notice what settings the account currently returns.
Setup
Build it in a few focused steps.
- 1Connect 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 default brand settings and summarize the returned values.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real run and review the settings report.
Questions about this workflow
Does this change the brand settings?
No. The available action retrieves the default brand settings for reference.
Can it detect changes since the last report?
Only if Notis has a prior baseline to compare. Otherwise the report can show the current returned settings.
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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