See the proposal pipeline after each VAT intake
Every new tax check can trigger a quick view of the proposals already in motion.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Why this helps
New client intake often gets separated from the proposal pipeline, so follow-ups slip through the cracks.
- Connect intake context to active proposals
- Spot existing proposals before creating duplicates
- Give the team a short review after each request
Setup
Build it in a few focused steps.
- 1Connect 44API and Better Proposals in Notis once.
- 2Create an automation named VAT intake proposal pipeline review.
- 3Tell Notis to validate the incoming VAT identifier context, retrieve all Better Proposals proposals, and summarize possible matches or follow-ups.
- 4Pick the 44API webhook as the trigger and choose where run reports should go.
- 5Test with one real intake request and inspect the proposal summary.
Questions about this workflow
Will Notis match proposals by VAT number automatically?
Only if the returned data includes a usable company identifier or the user supplies matching context in the request.
Does the workflow send messages to clients?
No. It produces a review report from the available proposal data.
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
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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.