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Notis

Check account settings after playlist changes

Keep proposal defaults visible as your content campaigns evolve.

Trigger

New Item in YouTube Playlist

Triggers when a new item is added to a YouTube playlist.

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

A campaign can use stale tax, currency, or timezone defaults when settings are rarely reviewed.

  • Review current account defaults
  • Catch settings that affect outreach
  • Create a consistent campaign check

Setup

Build it in a few focused steps.

  • 1Connect YouTube and Better Proposals in Notis once.
  • 2Create an automation named Playlist account settings check.
  • 3Tell Notis to retrieve current account settings and summarize anything relevant to the new playlist campaign.
  • 4Choose New Item in YouTube Playlist as the trigger.
  • 5Select a report destination and test with one playlist item.

Questions about this workflow

Which settings are included?

The workflow reports settings returned by Better Proposals, including available currency, tax, or timezone details when present.

Does it modify settings?

No. It only retrieves and summarizes them.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Youtube to Better proposals. A trigger fires from one place; an action lands in another.

Youtube triggers

Better proposals actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Company

Tool to create a new company. use after confirming the company does not already exist.

ActionInstant

New YouTube Activity

Triggers when a new activity is detected on a YouTube channel.

TriggerPolling

Create Document Type

Tool to create a new document type. use after confirming the desired type name does not already exist.

ActionInstant

New Item in YouTube Playlist

Triggers when a new item is added to a YouTube playlist.

TriggerPolling

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.

ActionInstant

New Playlist in YouTube Channel

Triggers when a new playlist is added to a YouTube channel.

TriggerPolling

Get All Companies

Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.

ActionInstant

New YouTube Channel Subscription

Triggers when a new channel is subscribed.

TriggerPolling

Get All Currencies

Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.

ActionInstant

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.

ActionInstant

Get All Proposals

Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.

ActionInstant

Connect any two apps with Notis in the middle.

Youtube 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.