Look up company records before preparing a proposal
Search the available company records as part of a campaign request, then review likely matches before continuing proposal work.
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
Searching for an existing company manually adds friction and risks creating a duplicate record.
- Retrieve available company records on demand.
- Use request context to identify possible matches for review.
- Support a duplicate check before a separate company creation step.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Better Proposals once in the Notis portal.
- 2Create an automation that retrieves companies and summarizes possible matches using details supplied in the request.
- 3Choose the webhook trigger and report channel.
- 4Test with one real company lookup and verify any candidate matches manually.
Questions about this workflow
Does this create a company if no match is found?
No. It retrieves companies for review. Company creation is a separate action and should only happen after confirming the company does not already exist.
Can it guarantee there is no duplicate?
No. The result depends on the returned records and the identifying details supplied in the request. Review candidates before creating a company.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Better proposals. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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