Choose the right document type from intake details
Keep document classification clear before proposal work starts.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
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.
Why this helps
Teams can choose inconsistent document categories when intake arrives without a standard review step.
- See available document types
- Improve classification consistency
- Reduce setup rework
Setup
Build it in a few focused steps.
- 1Connect Typeform and Better Proposals.
- 2Create an automation describing the document type review.
- 3Pick New Form Response as the trigger.
- 4Choose where reports should go.
- 5Test with one real response.
Questions about this workflow
Why are there two document type actions?
Better Proposals exposes two allowed retrieval actions, and this workflow uses the first listed action.
Does it create a document type?
No. It only retrieves available types for selection.
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.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
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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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