Spot company matches before starting a proposal
Know whether a lead may already have a company record before you move into proposal preparation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get All Companies
Lists all companies.
Why this helps
A lead can arrive under a slightly different name or email, making it easy to create another record instead of finding the one already in use.
- Review an incoming lead against the available Better Proposals company list.
- Surface likely matches with the details used to compare them.
- Keep uncertain matches in a human review queue.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Better Proposals once in the Notis portal.
- 2Create an automation for lead company match review.
- 3Tell Notis to compare each incoming lead with Better Proposals companies and report possible matches for review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real lead that has a known company record and check the match report.
Questions about this workflow
Does this merge or change company records?
No. This workflow retrieves companies and reports likely matches for you to review.
Can it guarantee that two records belong to the same business?
No. Similar names or shared contact details can suggest a match, but uncertain cases should be checked by a person.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Better proposals. A trigger fires from one place; an action lands in another.
Acculynx 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
Lists available document types.
Get All Proposals
Lists all proposals.
Get All Quotes
Lists all quotes.
Connect any two apps with Notis in the middle.
Acculynx and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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