Turn a checked client contact into a Better Proposals company
Send a new client’s details to Notis. Abstract checks the supplied email, and Notis creates the company in Better Proposals when the address passes your instruction.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Company
Creates a new company.
Why this helps
Creating proposal records from unverified intake can leave your company list cluttered with bad contact details.
- Screen supplied client email addresses before creating a company.
- Reduce manual copying from intake requests into proposal software.
- Get a run report when the request cannot be completed.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to validate the supplied contact email with Abstract and create a Better Proposals company from the supplied company details only when it passes.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real intake request, including a deliberately invalid email.
Questions about this workflow
What starts this automation?
An HTTP request to its Notis webhook starts a run. Include the company details and contact email in the request.
Does this workflow look for duplicate companies first?
No. The available company creation action creates a company, but this workflow does not include a prior company lookup. Have Notis flag possible duplicates for review or check them before sending the request.
What does Abstract check?
In this workflow, Abstract is asked to validate the supplied email address. The request should include any company details needed for Better Proposals.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Better proposals. A trigger fires from one place; an action lands in another.
Abstract triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Company
Creates a new company.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Type
Creates a new document type.
Create Proposal Cover
Creates a proposal cover design.
Get All Companies
Lists all companies.
Get All Currencies
Lists all available currencies.
Get All Document Types
Get All Proposals
Lists all proposals.
Get All Quotes
Lists all quotes.
Connect any two apps with Notis in the middle.
Abstract and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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