Open template details before preparing the proposal
Confirm the chosen starting point before work begins.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Get Template Details
Tool to retrieve details of a specific template. use after selecting the template id to fetch metadata.
Why this helps
Template names alone leave teams guessing about included sections and setup details.
- Confirm template metadata
- Reduce setup mistakes
- Make handoffs clearer
Setup
Build it in a few focused steps.
- 1Connect both apps in Notis.
- 2Create an automation describing the selected template review.
- 3Pick New Form Response as the trigger.
- 4Choose a report channel.
- 5Test with one response containing a template reference.
Questions about this workflow
What does this retrieve?
It retrieves details for a specific Better Proposals template.
What if no template id is provided?
The report should request a usable template reference before attempting the lookup.
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.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
New Form Response
Triggers when a respondent completes and submits the form.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
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.
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.
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.