Bring company record details into a proposal handoff
Get the details for a known company record in the same flow that requests a proposal handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Company
Retrieves details about a specific company.
Why this helps
A handoff loses momentum when someone has to stop and look up basic company context in another app.
- Retrieve details for a specific company record.
- Summarize returned metadata for a handoff.
- Keep lookup work tied to the request that needs it.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Better Proposals once in the Notis portal.
- 2Create an automation that retrieves a company record by the ID supplied in the request and summarizes its details.
- 3Choose the webhook trigger and report channel.
- 4Test with one real request containing a valid company ID.
Questions about this workflow
Can this search by company name?
The listed action retrieves a specific company by ID. For name-based candidate discovery, use the companies list action separately.
Does it update company information?
No. It retrieves company details and does not change the record.
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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