Review account settings before the next proposal step
Bring operational defaults into the same review as the new request.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Default currency, tax, and timezone assumptions can create avoidable corrections later.
- Surface current account defaults
- Reduce avoidable corrections
- Improve operational handoffs
Setup
Build it in a few focused steps.
- 1Connect Typeform and Better Proposals.
- 2Create an automation describing the account settings review.
- 3Pick New Form Response as the trigger.
- 4Choose a report channel.
- 5Test with one real response.
Questions about this workflow
What settings are included?
The action retrieves current account settings such as default currency, tax, and timezone.
Will this modify account settings?
No. It only retrieves them for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Better proposals. A trigger fires from one place; an action lands in another.
Typeform 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.
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New Form Response
Triggers when a respondent completes and submits the form.
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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.
Typeform 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.