Match a researched lead to an existing company
Find existing company records before starting proposal work for a new prospect.
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
Teams can waste time creating or choosing a company record when they have not checked what already exists.
- Lists available companies for a matching review.
- Uses researched prospect details to identify likely matches.
- Keeps uncertain matches visible for confirmation.
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 search available companies for matches to the supplied lead and explain the evidence.
- 4Choose notis_webhook and send the prospect details through an HTTP request.
- 5Choose a report channel and test with one real lead.
Questions about this workflow
Does it choose a company without review?
The workflow prepares likely matches. Confirm the right record before using it for proposal work.
Does it create a company if there is no match?
No. This workflow searches the company list and reports results.
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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