Verify proposal settings before you draft
Catch account-level surprises before they reach a client document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Wrong defaults create avoidable edits and pricing confusion late in the process.
- Catch configuration issues early
- Improve pricing accuracy
- Support reliable document generation
Setup
Build it in a few focused steps.
- 1Connect Better Proposals in Notis.
- 2Create an automation asking Notis to retrieve and summarize current settings.
- 3Choose a Notis webhook trigger and connect the calling system.
- 4Select a report channel and test with one real request.
Questions about this workflow
Which settings are returned?
The action retrieves current account settings such as default currency, tax, and timezone when available.
Does the check change settings?
No. It only retrieves and reports them.
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.