Confirm the proposal company record after VAT validation
Put the verified tax identifier next to the company record before proposal work continues.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Company
Tool to retrieve details of a specific company. use when you need company metadata by id.
Why this helps
A correct tax identifier does not guarantee the proposal record is the right company, especially when names are similar.
- Review company metadata before drafting
- Catch identity mismatches sooner
- Reduce proposal records tied to the wrong client
Setup
Build it in a few focused steps.
- 1Connect 44API and Better Proposals in Notis once.
- 2Create an automation named Company record verification review.
- 3Tell Notis to validate the incoming VAT identifier with 44API context, retrieve the specified Better Proposals company record, and summarize matches or discrepancies.
- 4Pick the 44API webhook as the trigger and choose where run reports should go.
- 5Test with one real company id and VAT request.
Questions about this workflow
Does the workflow find the company id automatically?
Only when the request or prior context supplies a usable id. Otherwise Notis reports that the id is missing.
Can it merge duplicate companies?
No. It provides the review needed before you decide how to handle duplicates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 44API to Better proposals. A trigger fires from one place; an action lands in another.
44API 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.
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.
44API 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.