Check the quote while intake context is fresh
Keep the quote and the verified company context together in one review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Quote
Tool to retrieve details of a specific quote. use when you need full quote data by id.
Why this helps
Quote details are often checked later, after the intake context has gone cold or been buried.
- Review quote details at the right moment
- Identify missing or conflicting company information
- Reduce back-and-forth before proposal follow-up
Setup
Build it in a few focused steps.
- 1Connect 44API and Better Proposals in Notis once.
- 2Create an automation named Quote detail intake review.
- 3Tell Notis to validate the incoming 44API company context, retrieve the specified Better Proposals quote, and summarize details that require confirmation.
- 4Pick the 44API webhook as the trigger and choose where run reports should go.
- 5Test with one real quote id and intake request.
Questions about this workflow
Does the workflow create a quote?
No. It retrieves an existing quote for review.
Can it verify tax amounts?
It can compare returned details with requirements you provide, but it cannot infer missing tax rules.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.