Keep proposal work aligned with your brand defaults
Give each new sales task the brand context it needs without another lookup.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
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
Teams can lose time checking colors, tax details, or default brand information before drafting.
- Surface account defaults early
- Reduce repeated settings checks
- Support consistent client facing work
Setup
Build it in a few focused steps.
- 1Connect Trello and Better Proposals once in the Notis portal.
- 2Create an automation named for brand context.
- 3Tell Notis to retrieve the default brand settings and summarize the details relevant to the new card.
- 4Pick the Trello New Card trigger.
- 5Choose where reports go and test with one real card.
Questions about this workflow
What does the brand settings action return?
It retrieves settings for the default brand, such as colors, tax, and name.
Can this customize a proposal?
No. It provides brand context for the team to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Better proposals. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Activity Trigger
Triggered when there is activity in Trello.
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 Board Trigger
Triggered when a board is created in the specified workspace
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
New Card Trigger
Triggered when a card is created in the specified board
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello 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.