Check whether a parsed client may already be listed
Review possible company matches before continuing proposal setup.
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
A client may already have a company record, but checking manually adds another context switch.
- Surface possible existing records before a person proceeds.
- Reduce time spent searching company lists.
- Keep uncertain matches clearly marked for review.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to compare extracted client details with the available company list and report possible matches with uncertainty noted.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with a real client document and verify each suggested match.
Questions about this workflow
Will it create a company if no match is found?
No. This workflow only retrieves the company list and reports possible matches. Confirm any new company separately.
Can it guarantee that two records represent the same business?
No. Similar names or extracted details are clues for human review, not proof of identity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Better proposals. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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