Review Proposal Defaults Before Preparing a Deal
Bring currency, tax, and timezone settings into your opportunity review while you prepare the next proposal step.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Proposal defaults are easy to overlook when deal planning and proposal preparation happen in separate tools.
- Surface account settings during deal review.
- Make defaults visible before proposal preparation.
- Identify configuration context that may need human confirmation.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Better Proposals once in the Notis portal.
- 2Create an automation and name the proposal readiness review.
- 3Ask Notis to retrieve Better Proposals settings and summarize relevant defaults alongside the changed opportunity context, noting missing details.
- 4Pick the Salesforce New or Updated Opportunity trigger and select a report channel.
- 5Test with one real opportunity update and review the settings summary.
Questions about this workflow
Does this validate that a proposal is ready to send?
No. It surfaces settings for review and cannot confirm that proposal content or client terms are complete.
Can it change the Better Proposals settings?
No. The listed settings action retrieves configuration details only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Better proposals. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce 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.