Create a proposal company from a qualified AeroLeads lead
Move qualified prospects into proposal prep without re-entering company details.
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
Copying a newly qualified prospect into a proposal tool adds busywork and can create duplicate companies.
- Checks the available company list before creating a record.
- Starts proposal preparation as soon as a lead is qualified.
- Keeps prospect research and proposal setup in one flow.
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 check for a matching company and create it only when absent.
- 4Choose notis_webhook as the trigger and provide the qualifying lead request through an HTTP request.
- 5Choose a report channel and test with one real qualified lead.
Questions about this workflow
Does this trigger on an AeroLeads event?
AeroLeads has no listed trigger events, so this workflow starts from a Notis webhook request.
Will it avoid creating duplicate companies?
The instruction asks Notis to check Better Proposals companies first and create only when no match is found.
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
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