Find the right Better Proposals company for an Affinity deal
Start from the deal context you already have. Notis checks Better Proposals companies and gives you a clear match to 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
Searching company lists by hand makes it easy to start proposal work against the wrong client record.
- Avoid duplicate company records by checking before creating one.
- See candidate company records alongside the Affinity deal context.
- Keep the next proposal step in one run report.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Better Proposals once in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to compare the Affinity company details with Better Proposals companies and report likely matches or no match.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real Affinity company and review the reported match.
Questions about this workflow
Does this create a company record?
No. It checks the available Better Proposals company list and reports a likely match or a missing record.
Can it guarantee a match when names differ?
It can compare the company details returned by the apps, but you should review ambiguous matches before acting.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Better proposals. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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