Prepare a missing client record for proposal work
Keep client setup moving from the Affinity deal. Notis checks for an existing company before creating a missing record.
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
A proposal can stall while someone re-enters client details or accidentally creates another company record.
- Check for an existing company before creating a new one.
- Use client details already available from Affinity.
- Report the created record or any missing information for review.
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 check Better Proposals for the Affinity company and create it only when no match exists and required details are available.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real client, including a case that already has a company record.
Questions about this workflow
Will it create duplicates?
The instruction should require a company lookup first and creation only when no matching record is found. Review uncertain matches before enabling routine use.
What if Affinity lacks required company details?
Notis should report which details are missing rather than guess or create an incomplete record.
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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