Create a Better Proposals company from confirmed Adrapid client data
Turn a confirmed new client into a clean proposal account.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Company
Creates a new company.
Why this helps
Manual company setup delays proposal work, while guessed details create costly cleanup.
- Reduce manual data entry
- Preserve exact client information
- Keep creation under explicit approval
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Better Proposals once in Notis.
- 2Create an automation for approved company creation.
- 3Tell Notis to read the supplied Adrapid payload with exact company name and required details, check the listed companies for duplicates, and create a company only after you explicitly instruct it to proceed.
- 4Choose the webhook trigger and send the confirmed client payload.
- 5Choose a report channel and test with a safe example.
Questions about this workflow
Can it guess missing company details?
No. Required details must be supplied exactly in the Adrapid payload or instruction.
What prevents duplicates?
Notis should review the returned company list first and require explicit approval before creating a new record.
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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