Bring company details into your prospect brief
Keep the proposal company record and current lead research together for a faster handoff.
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
Company details and fresh prospect research can be scattered across tools when proposal work begins.
- Retrieves details for a selected company record.
- Combines returned metadata with supplied research.
- Makes mismatches or missing information easier to spot.
Setup
Build it in a few focused steps.
- 1Connect AeroLeads and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3In one instruction, ask Notis to retrieve the selected company's details and summarize them beside the supplied lead research.
- 4Choose notis_webhook and send the company identifier and research request through an HTTP request.
- 5Choose a report channel and test with one real company and prospect.
Questions about this workflow
Does this find a company automatically?
It retrieves a specific company by ID. Use the company list workflow to identify candidates first.
Does it edit the company record?
No. It fetches company details for a brief.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Better proposals. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads 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.