Match new deals with a proposal template
Choose a starting point without searching through templates yourself.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
Template hunting interrupts momentum when a qualified deal appears.
- Shorten proposal kickoff time
- Reuse your strongest formats
- Reduce decision fatigue
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Better Proposals in Notis.
- 2Create an automation asking Notis to list templates and recommend one for each new deal using the deal context.
- 3Select New Deal Received as the trigger.
- 4Choose where reports go and test with a real opportunity.
Questions about this workflow
Can Notis select a template automatically?
It can recommend a template from the available list and your instruction; confirm any choice before drafting.
What information should the deal include?
Include the offer type, buyer context, and scope so the recommendation is useful.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Better proposals. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive 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.