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Notis

Find the right company record for a market insight

Get a current list of available company records when an Adyntel insight calls for a client-specific review.

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

You may know a market insight matters but still need to search for the right company record before reviewing client context.

  • Retrieve available company records for selection
  • Keep the market insight tied to a clear next lookup
  • Avoid guessing company identifiers

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 finding and retrieve Better Proposals companies, listing possible records without guessing a match.
  • 4Pick a webhook trigger, then choose where run reports should go.
  • 5Test with one real finding and review the returned company list.

Questions about this workflow

Will it automatically select the matching company?

It can identify an obvious match only when returned information clearly supports it. Otherwise, it should present options for you to select.

Can it show every company?

The action returns a paginated list. Results may need pagination to cover the full set.

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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