Choose the right proposal template from intake context
Make template selection a quick decision instead of a browsing task.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Get All Templates
Tool to retrieve a paginated list of all templates. use when you need to list available templates for selection.
Why this helps
Template libraries create friction when the best starting point is unclear during intake.
- Review available templates quickly
- Standardize proposal starts
- Reduce decision fatigue
Setup
Build it in a few focused steps.
- 1Connect Typeform and Better Proposals in Notis.
- 2Create an automation describing the template selection outcome.
- 3Pick New Form Response as the trigger.
- 4Choose where reports should go.
- 5Test with one real response.
Questions about this workflow
Does it select a template automatically?
It retrieves templates and can recommend one based on the response details.
Can it create a new template?
No. Template creation is not an available action in this package.
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.