Auto-Load Brand Settings For Client Onboarding
Client onboarding comes with brand settings ready. Consistency is automatic.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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
You're onboarding a client and need to create consistent branded materials, but brand settings aren't at your fingertips. Inconsistency sneaks in.
- Brand defaults load automatically
- Consistency is enforced
- Faster onboarding
Setup
Build it in a few focused steps.
- 1Connect your integrations to Notis.
- 2Tell Notis: 'When a Linear issue is updated with label "client-onboarding", fetch brand settings from Better Proposals.'
- 3Pick your notification channel.
- 4Test by marking an issue as client-onboarding.
Questions about this workflow
What brand settings are included?
Colors, fonts, logo placement, legal text, tax info, and any custom branding you've set up.
Can I have different brand settings per client?
Yes. Tell Notis to fetch client-specific branding if you've set that up in Better Proposals.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Better proposals. A trigger fires from one place; an action lands in another.
Linear triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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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Comment Received Trigger
Triggered when a comment is received.
Create Document Type
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Issue Created Trigger
Triggered when a new issue is created.
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.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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Private Team Comment Created
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Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
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.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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.
Linear 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.