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Notis

Review a market insight with client company context

Bring the company details you need beside a competitor finding before deciding what deserves attention.

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 market observation can be hard to apply when company context is buried in a separate proposal system.

  • Retrieve company details for a specified company ID
  • Keep client context with the market finding that prompted review
  • Clearly note unknowns in the returned company record

Setup

Build it in a few focused steps.

  • 1Connect Adyntel and Better Proposals once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
  • 3Instruct Notis to summarize the supplied Adyntel insight with details for the specified Better Proposals company ID, noting any missing fields.
  • 4Pick a webhook trigger, then choose where run reports should go.
  • 5Test with one real insight and a valid company ID.

Questions about this workflow

Does the workflow search for a company if I do not know its ID?

The listed action retrieves one company by ID. Include a valid ID in the request rather than asking Notis to invent one.

Can it infer a company strategy from its details?

It can summarize returned information, but should label any interpretation as a hypothesis and avoid inventing company facts.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Adyntel to Better proposals. A trigger fires from one place; an action lands in another.

Adyntel triggers

Better proposals actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Company

Creates a new company.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Type

Creates a new document type.

ActionInstant

Create Proposal Cover

Creates a proposal cover design.

ActionInstant

Get All Companies

Lists all companies.

ActionInstant

Get All Currencies

Lists all available currencies.

ActionInstant

Get All Document Types

Lists available document types.

ActionInstant

Get All Proposals

Lists all proposals.

ActionInstant

Get All Quotes

Lists all quotes.

ActionInstant

Connect any two apps with Notis in the middle.

Adyntel and Better proposals, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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