Keep your Better Proposals company directory current
A recurring review keeps company choices easy to find before you draft the next proposal.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Why this helps
Stale company lists make proposal setup slower and increase the risk of selecting the wrong client record.
- Keep available companies visible to the team
- Catch records that need identity review
- Reduce repeated manual directory checks
Setup
Build it in a few focused steps.
- 1Connect 44API and Better Proposals in Notis once.
- 2Create an automation named Scheduled company directory refresh.
- 3Tell Notis to review the supplied 44API company identifier context and retrieve the current Better Proposals company list, flagging entries that need review.
- 4Pick a recurring Notis schedule as the trigger and choose where run reports should go.
- 5Test with one real company identifier and verify the directory report.
Questions about this workflow
Can 44API create companies in Better Proposals here?
No. This workflow retrieves the existing Better Proposals company list. Creating a company requires a separate action and confirmation.
What if 44API does not return company details?
Notis reports the missing context so you can provide or verify the identifier before acting.
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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