Find the right Better Proposals company for an Adrapid client
Resolve the client record before proposal work begins.
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
Client naming differences can lead to duplicate companies or proposals attached to the wrong account.
- Reduce duplicate-company risk
- Give reviewers a clear selection list
- Prepare safer proposal actions
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Better Proposals once in Notis.
- 2Create an automation for client company lookup.
- 3Tell Notis to read the supplied Adrapid payload with exact client name, domain, and contact details, list Better Proposals companies, and present possible matches without guessing.
- 4Choose the webhook trigger and send the client payload.
- 5Choose a report channel and test with one real client.
Questions about this workflow
Will this create a company?
No. It lists existing companies for review.
What details improve matching?
Provide the exact client name plus domain or contact details from the Adrapid output when available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Better proposals. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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