Check the client company record before preparing a proposal
Use a webhook to bring the company list into a quick review, helping you confirm the intended client record before continuing your process.
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 the right company record in the middle of document work breaks focus and can lead to avoidable mix-ups.
- Review available company records when your document process needs them.
- Summarize potential matches using the identifying context you supply.
- Keep record selection visible before proposal preparation continues.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Better Proposals once in the Notis portal.
- 2Create an automation and describe how to review the company list for a match.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Send a real company name or identifying context in one webhook example.
- 5Review the matches and provide clearer criteria if more context is needed.
Questions about this workflow
Does this create a company record if there is no match?
No. This workflow uses the action that retrieves the companies list. A separate create-company action exists, but this package does not use it.
Can it guarantee the match is correct?
No. Review the returned records, especially when names or other identifying details are similar.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Better proposals. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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