Find the company record for a partner
Use partner context to quickly locate the company record connected to a proposal conversation.
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
A partner name in one platform may be difficult to match to the right company record in the proposal tool.
- Retrieve the company list for selection and review.
- Use the partner identity supplied by the webhook to find a likely record.
- Reduce duplicate company creation caused by uncertain matching.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe how to match a supplied partner identity to an existing company.
- 3Choose a webhook trigger and include the Adtraction partner name or identifier.
- 4Choose where run reports should go, then test with one known partner and confirm the suggested match.
Questions about this workflow
Will this create a company record?
No. It retrieves the company list so the existing record can be identified before any separate creation decision.
Can it guarantee a match from the partner name?
No. Names may differ across systems. Provide stable identifiers or extra context when available, and verify the suggested record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Better proposals. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.